STACKSTONE WEALTH, LLC’s Steris STE Stock Holding History

STACKSTONE WEALTH, LLC’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	$314K	Buy	+1,496	New	+$332K	0.03%	273

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 30.35% 1-Year Est. Return

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

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

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

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

MCG

McCollum Christoferson Group Amherst, New York $343M AUM 13.42% 1-Year Est. Return

STACKSTONE WEALTH, LLC's STE Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Steris (STE) in Q3 2026: 1,496 shares worth $314K. The stake represents 0.03% of the portfolio and ranks #273 among its holdings.

101 funds tracked by Wall St. Rank hold STE as of Q3 2026.

STACKSTONE WEALTH, LLC held 1,496 shares of Steris worth $314K as of Q3 2026.
Steris was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Steris made up 0.03% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #273 holding.
101 funds tracked by Wall St. Rank held Steris as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.