Allworth Financial’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $388K | Buy |
1,843
+132
| +8% | +$28.3K | ﹤0.01% | 1109 |
|
|
2026
Q1 | $378K | Sell |
1,711
-378
| -18% | -$92.5K | ﹤0.01% | 1075 |
|
|
2025
Q4 | $530K | Buy |
2,089
+656
| +46% | +$165K | ﹤0.01% | 916 |
|
|
2025
Q3 | $355K | Buy |
1,433
+772
| +117% | +$185K | ﹤0.01% | 1026 |
|
|
2025
Q2 | $159K | Buy |
661
+45
| +7% | +$10.5K | ﹤0.01% | 1286 |
|
|
2025
Q1 | $139K | Buy |
616
+26
| +4% | +$5.72K | ﹤0.01% | 1081 |
|
|
2024
Q4 | $129K | Sell |
590
-61
| -9% | -$13.4K | ﹤0.01% | 1145 |
|
|
2024
Q3 | $158K | Buy |
651
+22
| +3% | +$5.14K | ﹤0.01% | 896 |
|
|
2024
Q2 | $141K | Buy |
629
+50
| +9% | +$10.9K | ﹤0.01% | 933 |
|
|
2024
Q1 | $130K | Buy |
579
+48
| +9% | +$10.8K | ﹤0.01% | 927 |
|
|
2023
Q4 | $117K | Sell |
531
-14
| -3% | -$2.96K | ﹤0.01% | 892 |
|
|
2023
Q3 | $120K | Sell |
545
-20
| -4% | -$4.52K | ﹤0.01% | 820 |
|
|
2023
Q2 | $127K | Buy |
565
+8
| +1% | +$1.6K | ﹤0.01% | 811 |
|
|
2023
Q1 | $107K | Buy |
557
+25
| +5% | +$4.83K | ﹤0.01% | 834 |
|
|
2022
Q4 | $98.3K | Buy |
532
+67
| +14% | +$11.8K | ﹤0.01% | 819 |
|
|
2022
Q3 | $77K | Sell |
465
-66
| -12% | -$13.4K | ﹤0.01% | 838 |
|
|
2022
Q2 | $109K | Buy |
531
+56
| +12% | +$12.6K | ﹤0.01% | 694 |
|
|
2022
Q1 | $115K | Hold |
475
| – | – | ﹤0.01% | 693 |
|
|
2021
Q4 | $116K | Buy |
475
+443
| +1,384% | +$101K | ﹤0.01% | 651 |
|
|
2021
Q3 | $7K | Hold |
32
| – | – | ﹤0.01% | 1449 |
|
|
2021
Q2 | $7K | Hold |
32
| – | – | ﹤0.01% | 1140 |
|
|
2021
Q1 | $6K | Hold |
32
| – | – | ﹤0.01% | 1104 |
|
|
2020
Q4 | $6K | Hold |
32
| – | – | ﹤0.01% | 958 |
|
|
2020
Q3 | $6K | Hold |
32
| – | – | ﹤0.01% | 821 |
|
|
2020
Q2 | $5K | Sell |
32
-4
| -11% | -$609 | ﹤0.01% | 874 |
|
|
2020
Q1 | $5K | Sell |
36
-30
| -45% | -$4.49K | ﹤0.01% | 880 |
|
|
2019
Q4 | $10K | Hold |
66
| – | – | ﹤0.01% | 653 |
|
|
2019
Q3 | $10K | Buy |
66
+30
| +83% | +$4.48K | ﹤0.01% | 590 |
|
|
2019
Q2 | $5K | Hold |
36
| – | – | ﹤0.01% | 685 |
|
|
2019
Q1 | $5K | Buy |
36
+4
| +13% | +$471 | ﹤0.01% | 691 |
|
|
2018
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 699 |
|
|
2018
Q3 | $4K | Hold |
32
| – | – | ﹤0.01% | 701 |
|
|
2018
Q2 | $3K | Buy |
+32
| New | +$3.22K | ﹤0.01% | 746 |
|
Other funds holding STE
OAG
GIM
Allworth Financial's STE Position: Q2 2026 in Review
Allworth Financial increased its Steris (STE) stake by 7.7% in Q2 2026, buying an estimated $28.3K and bringing the position to 1,843 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.
Allworth Financial first reported a position in STE in Q2 2018 and has held it in 33 quarters since. The position peaked at $530K in Q4 2025. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.
- Allworth Financial held 1,843 shares of Steris worth $388K as of Q2 2026.
- Allworth Financial bought 132 Steris shares in Q2 2026, an estimated $28.3K.
- Steris made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1109 holding.
- Allworth Financial first reported a position in Steris in Q2 2018 and has held it in 33 quarters since.
- Allworth Financial's Steris position peaked at $530K in Q4 2025.
- 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.