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Waterloo Capital’s Steris STE Stock Holding History

Waterloo Capital’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
Q2 		– Sell
-2,164
Closed -$478K – 598
2026
Q1 		$478K Sell
2,164
-356
-14% -$87.1K 0.03% 311
2025
Q4 		$639K Buy
2,520
+203
+9% +$51K 0.05% 262
2025
Q3 		$573K Buy
2,317
+19
+0.8% +$4.55K 0.04% 251
2025
Q2 		$552K Buy
2,298
+392
+21% +$91.3K 0.04% 255
2025
Q1 		$432K Buy
1,906
+366
+24% +$80.5K 0.04% 270
2024
Q4 		$316K Sell
1,540
-303
-16% -$66.5K 0.03% 288
2024
Q3 		$447K Sell
1,843
-73
-4% -$17.1K 0.05% 260
2024
Q2 		$421K Buy
1,916
+59
+3% +$12.8K 0.05% 241
2024
Q1 		$417K Buy
1,857
+790
+74% +$178K 0.05% 246
2023
Q4 		$235K Buy
+1,067
New +$226K 0.04% 336

Other funds holding STE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Waterloo Capital's STE Position: Q2 2026 in Review

Waterloo Capital sold out of Steris (STE) in Q2 2026, closing a stake of 2,164 shares — an estimated $478K sold.

Waterloo Capital first reported a position in STE in Q4 2023 and held it in 10 quarters. The position peaked at $639K in Q4 2025. 835 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Waterloo Capital reported no remaining Steris position as of Q2 2026 after selling out during the quarter.
  • Waterloo Capital sold 2,164 Steris shares in Q2 2026, an estimated $478K.
  • Waterloo Capital first reported a position in Steris in Q4 2023 and held it in 10 quarters.
  • Waterloo Capital's Steris position peaked at $639K in Q4 2025.
  • 835 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.