James T. Borello RIA
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James T. Borello RIA’s Steris STE Stock Holding History

James T. Borello RIA’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 		$840 Sell
4
-45
-92% -$10K ﹤0.01% 1004
2026
Q2 		$10.3K Buy
49
+45
+1,125% +$9.6K ﹤0.01% 591
2026
Q1 		$885 Sell
4
-6
-60% -$1.47K ﹤0.01% 1017
2025
Q4 		$2.54K Sell
10
-3
-23% -$753 ﹤0.01% 734
2025
Q3 		$3.22K Buy
+13
New +$3.11K ﹤0.01% 623

Other funds holding STE

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

James T. Borello RIA's STE Position: Q3 2026 in Review

James T. Borello RIA reduced its Steris (STE) stake by 92% in Q3 2026, selling an estimated $10K and leaving 4 shares worth $840. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

James T. Borello RIA first reported a position in STE in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.3K in Q2 2026. 144 funds tracked by Wall St. Rank hold STE as of Q3 2026.

  • James T. Borello RIA held 4 shares of Steris worth $840 as of Q3 2026.
  • James T. Borello RIA sold 45 Steris shares in Q3 2026, an estimated $10K.
  • Steris made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1004 holding.
  • James T. Borello RIA first reported a position in Steris in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Steris position peaked at $10.3K in Q2 2026.
  • 144 funds tracked by Wall St. Rank held Steris as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.