Caliber Wealth Management (Kansas)’s Steris STE Stock Holding History

Caliber Wealth Management (Kansas)’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	$251K	Sell	1,191 -6,827	-85%	-$1.46M	0.02%	267
2026 Q1	$1.77M	Buy	8,018 +812	+11%	+$199K	0.19%	98
2025 Q4	$1.83M	Buy	7,206 +118	+2%	+$29.6K	0.2%	98
2025 Q3	$1.75M	Sell	7,088 -150	-2%	-$35.9K	0.2%	99
2025 Q2	$1.74M	Sell	7,238 -199	-3%	-$46.3K	0.19%	108
2025 Q1	$1.69M	Buy	+7,437	New	+$1.64M	0.23%	104

Other funds holding STE

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HIC

Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s STE Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Steris (STE) stake by 85% in Q2 2026, selling an estimated $1.46M and leaving 1,191 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #267.

Caliber Wealth Management (Kansas) first reported a position in STE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.83M in Q4 2025. 251 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Caliber Wealth Management (Kansas) held 1,191 shares of Steris worth $251K as of Q2 2026.
Caliber Wealth Management (Kansas) sold 6,827 Steris shares in Q2 2026, an estimated $1.46M.
Steris made up 0.02% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #267 holding.
Caliber Wealth Management (Kansas) first reported a position in Steris in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s Steris position peaked at $1.83M in Q4 2025.
251 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.