SPL
STE icon

Superior Planning, LLC’s Steris STE Stock Holding History

Superior Planning, 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 		$78.3K Buy
+373
New +$82.8K 0.03% 273

Other funds holding STE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Superior Planning, LLC's STE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Steris (STE) in Q3 2026: 373 shares worth $78.3K. The stake represents 0.03% of the portfolio and ranks #273 among its holdings.

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

  • Superior Planning, LLC held 373 shares of Steris worth $78.3K as of Q3 2026.
  • Steris was a new Superior Planning, LLC position in Q3 2026.
  • Steris made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #273 holding.
  • 566 funds tracked by Wall St. Rank held Steris as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.