VisionPoint Advisory Group’s Steris STE Stock Holding History

VisionPoint Advisory Group’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	$263K	Sell	1,253 -15	-1%	-$3.33K	0.04%	374
2026 Q2	$267K	Buy	1,268 +146	+13%	+$31.3K	0.04%	391
2026 Q1	$248K	Sell	1,122 -99	-8%	-$24.2K	0.05%	376
2025 Q4	$310K	Buy	1,221 +93	+8%	+$23.4K	0.06%	296
2025 Q3	$279K	Buy	1,128 +54	+5%	+$12.9K	0.06%	305
2025 Q2	$258K	Buy	+1,074	New	+$250K	0.06%	299
2025 Q1	–	Sell	-507	Closed	-$103K	–	298
2024 Q4	$103K	Buy	507 +84	+20%	+$18.4K	0.04%	231
2024 Q3	$103K	Buy	423 +137	+48%	+$32K	0.03%	222
2024 Q2	$62.8K	Buy	286 +33	+13%	+$7.17K	0.02%	247
2024 Q1	$56.9K	Buy	253 +97	+62%	+$21.9K	0.02%	251
2023 Q4	$34.3K	Buy	+156	New	+$33K	0.01%	301

Other funds holding STE

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

VisionPoint Advisory Group's STE Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Steris (STE) stake by 1.2% in Q3 2026, selling an estimated $3.33K and leaving 1,253 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #374.

VisionPoint Advisory Group first reported a position in STE in Q4 2023 and has held it in 11 quarters since. The position peaked at $310K in Q4 2025. 162 funds tracked by Wall St. Rank hold STE as of Q3 2026.

VisionPoint Advisory Group held 1,253 shares of Steris worth $263K as of Q3 2026.
VisionPoint Advisory Group sold 15 Steris shares in Q3 2026, an estimated $3.33K.
Steris made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #374 holding.
VisionPoint Advisory Group first reported a position in Steris in Q4 2023 and has held it in 11 quarters since.
VisionPoint Advisory Group's Steris position peaked at $310K in Q4 2025.
162 funds tracked by Wall St. Rank held Steris as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.