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Bogart Wealth LLC’s Steris STE Stock Holding History

Bogart 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
Q2 		$1.47K Hold
7
– – ﹤0.01% 1531
2026
Q1 		$1.55K Sell
7
-2
-22% -$489 ﹤0.01% 1331
2025
Q4 		$2.28K Hold
9
– – ﹤0.01% 1157
2025
Q3 		$2.23K Buy
9
+6
+200% +$1.44K ﹤0.01% 1135
2025
Q2 		$721 Buy
3
+1
+50% +$233 ﹤0.01% 1264
2025
Q1 		$453 Sell
2
-6
-75% -$1.32K ﹤0.01% 1312
2024
Q4 		$1.64K Buy
+8
New +$1.75K ﹤0.01% 1128

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

Bogart Wealth LLC's STE Position: Q2 2026 in Review

Bogart Wealth LLC held its Steris (STE) position steady in Q2 2026 at 7 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Bogart Wealth LLC first reported a position in STE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.28K in Q4 2025. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Bogart Wealth LLC held 7 shares of Steris worth $1.47K as of Q2 2026.
  • Bogart Wealth LLC left its Steris share count unchanged in Q2 2026.
  • Steris made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1531 holding.
  • Bogart Wealth LLC first reported a position in Steris in Q4 2024 and has held it in 7 quarters since.
  • Bogart Wealth LLC's Steris position peaked at $2.28K in Q4 2025.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.