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Valeo Financial Advisors’s Steris STE Stock Holding History

Valeo Financial Advisors’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$204K Buy
+969
New +$215K ﹤0.01% 780
2020
Q4 		– Sell
-52
Closed -$9K – 1837
2020
Q3 		$9K Sell
52
-43
-45% -$6.88K ﹤0.01% 1117
2020
Q2 		$15K Buy
95
+4
+4% +$609 ﹤0.01% 1163
2020
Q1 		$14K Buy
91
+9
+11% +$1.35K ﹤0.01% 989
2019
Q4 		$12K Sell
82
-9
-10% -$1.32K ﹤0.01% 1068
2019
Q3 		$13K Hold
91
– – ﹤0.01% 967
2019
Q2 		$14K Hold
91
– – ﹤0.01% 939
2019
Q1 		$12K Buy
91
+1
+1% +$118 ﹤0.01% 928
2018
Q4 		$10K Buy
90
+38
+73% +$4.24K ﹤0.01% 890
2018
Q3 		$6K Buy
+52
New +$5.88K ﹤0.01% 1150

Other funds holding STE

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Valeo Financial Advisors's STE Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Steris (STE) in Q3 2026: 969 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #780 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in STE as recently as Q3 2020.

Valeo Financial Advisors first reported a position in STE in Q3 2018 and has held it in 10 quarters since. 23 funds tracked by Wall St. Rank hold STE as of Q3 2026.

  • Valeo Financial Advisors held 969 shares of Steris worth $204K as of Q3 2026.
  • Steris was a new Valeo Financial Advisors position in Q3 2026.
  • Steris made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #780 holding.
  • Valeo Financial Advisors first reported a position in Steris in Q3 2018 and has held it in 10 quarters since.
  • 23 funds tracked by Wall St. Rank held Steris as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.