CWMK
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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

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

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. 837 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.
  • 837 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.