CFFP
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Center for Financial Planning’s Steris STE Stock Holding History

Center for Financial Planning’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 		$13.5K Sell
64
-898
-93% -$193K ﹤0.01% 469
2026
Q1 		$213K Hold
962
– – 0.02% 166
2025
Q4 		$244K Sell
962
-25
-3% -$6.28K 0.03% 158
2025
Q3 		$244K Hold
987
– – 0.03% 155
2025
Q2 		$237K Hold
987
– – 0.03% 151
2025
Q1 		$224K Buy
987
+20
+2% +$4.4K 0.03% 149
2024
Q4 		$199K Hold
967
– – 0.03% 153
2024
Q3 		$235K Hold
967
– – 0.03% 141
2024
Q2 		$212K Buy
967
+9
+0.9% +$1.96K 0.03% 140
2024
Q1 		$215K Buy
958
+33
+4% +$7.44K 0.03% 145
2023
Q4 		$203K Hold
925
– – 0.04% 139
2023
Q3 		$203K Buy
925
+250
+37% +$56.6K 0.04% 131
2023
Q2 		$152K Hold
675
– – 0.03% 149
2023
Q1 		$129K Hold
675
– – 0.03% 147
2022
Q4 		$125K Hold
675
– – 0.03% 148
2022
Q3 		$112K Hold
675
– – 0.03% 151
2022
Q2 		$139K Buy
+675
New +$152K 0.04% 141
2020
Q2 		– Sell
-139
Closed -$19K – 562
2020
Q1 		$19K Buy
139
+120
+632% +$17.9K 0.01% 261
2019
Q4 		$3K Buy
+19
New +$2.79K ﹤0.01% 415

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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Center for Financial Planning's STE Position: Q2 2026 in Review

Center for Financial Planning reduced its Steris (STE) stake by 93% in Q2 2026, selling an estimated $193K and leaving 64 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Center for Financial Planning first reported a position in STE in Q4 2019 and has held it in 19 quarters since. The position peaked at $244K in Q3 2025. 179 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Center for Financial Planning held 64 shares of Steris worth $13.5K as of Q2 2026.
  • Center for Financial Planning sold 898 Steris shares in Q2 2026, an estimated $193K.
  • Steris made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #469 holding.
  • Center for Financial Planning first reported a position in Steris in Q4 2019 and has held it in 19 quarters since.
  • Center for Financial Planning's Steris position peaked at $244K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.