Carson Wealth (CWM LLC)
STE icon

Carson Wealth (CWM LLC)’s Steris STE Stock Holding History

Carson Wealth (CWM 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
Q1 		$3.98M Sell
17,989
-19,186
-52% -$4.69M 0.01% 908
2025
Q4 		$9.43M Buy
37,175
+4,553
+14% +$1.14M 0.03% 546
2025
Q3 		$8.07M Buy
32,622
+26,516
+434% +$6.35M 0.02% 543
2025
Q2 		$1.47M Buy
6,106
+2,588
+74% +$603K 0.01% 1073
2025
Q1 		$797K Buy
3,518
+1,042
+42% +$229K ﹤0.01% 1260
2024
Q4 		$509K Buy
2,476
+206
+9% +$45.2K ﹤0.01% 1374
2024
Q3 		$550K Sell
2,270
-21
-0.9% -$4.91K ﹤0.01% 1279
2024
Q2 		$503K Buy
2,291
+85
+4% +$18.5K ﹤0.01% 1197
2024
Q1 		$496K Buy
2,206
+174
+9% +$39.2K ﹤0.01% 1148
2023
Q4 		$447K Sell
2,032
-35
-2% -$7.4K ﹤0.01% 1105
2023
Q3 		$453K Buy
2,067
+236
+13% +$53.4K ﹤0.01% 1009
2023
Q2 		$412K Buy
1,831
+210
+13% +$42K ﹤0.01% 1000
2023
Q1 		$310K Sell
1,621
-58
-3% -$11.2K ﹤0.01% 1045
2022
Q4 		$310K Buy
1,679
+465
+38% +$81.8K ﹤0.01% 942
2022
Q3 		$202K Buy
1,214
+178
+17% +$36.2K ﹤0.01% 1044
2022
Q2 		$214K Buy
1,036
+24
+2% +$5.41K ﹤0.01% 1023
2022
Q1 		$245K Buy
1,012
+175
+21% +$40.6K ﹤0.01% 956
2021
Q4 		$204K Buy
+837
New +$191K ﹤0.01% 1011
2021
Q2 		$67K Hold
326
– – ﹤0.01% 1281
2021
Q1 		$67K Hold
326
– – ﹤0.01% 1281
2020
Q4 		$67K Hold
326
– – ﹤0.01% 1281
2020
Q3 		$67K Hold
326
– – ﹤0.01% 1281
2020
Q2 		$67K Hold
326
– – ﹤0.01% 1281
2020
Q1 		$67K Hold
326
– – ﹤0.01% 1281
2019
Q4 		$67K Hold
326
– – ﹤0.01% 1281
2019
Q3 		$67K Hold
326
– – ﹤0.01% 1281
2019
Q2 		$67K Hold
326
– – ﹤0.01% 1281
2019
Q1 		$67K Buy
326
+283
+658% +$33.3K ﹤0.01% 1281
2018
Q4 		$5K Buy
43
+9
+26% +$1K ﹤0.01% 1544
2018
Q3 		$4K Buy
+34
New +$3.85K ﹤0.01% 1414

Other funds holding STE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

Carson Wealth (CWM LLC)'s STE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Steris (STE) stake by 52% in Q1 2026, selling an estimated $4.69M and leaving 17,989 shares worth $3.98M. The position accounts for 0.01% of the portfolio, ranked #908.

Carson Wealth (CWM LLC) first reported a position in STE in Q3 2018 and has held it in 30 quarters since. The position peaked at $9.43M in Q4 2025. 844 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,989 shares of Steris worth $3.98M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 19,186 Steris shares in Q1 2026, an estimated $4.69M.
  • Steris made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #908 holding.
  • Carson Wealth (CWM LLC) first reported a position in Steris in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Steris position peaked at $9.43M in Q4 2025.
  • 844 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.