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Cherry Tree Wealth Management’s Steris STE Stock Holding History

Cherry Tree Wealth Management’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 		$332 Hold
2
– – ﹤0.01% 570
2025
Q4 		$381 Hold
2
– – ﹤0.01% 572
2025
Q3 		$372 Hold
2
– – ﹤0.01% 573
2025
Q2 		$361 Hold
2
– – ﹤0.01% 588
2025
Q1 		$340 Hold
2
– – ﹤0.01% 737
2024
Q4 		$309 Hold
2
– – ﹤0.01% 630
2024
Q3 		$364 Hold
2
– – ﹤0.01% 599
2024
Q2 		$330 Hold
2
– – ﹤0.01% 582
2024
Q1 		$338 Hold
2
– – ﹤0.01% 582
2023
Q4 		$330 Hold
2
– – ﹤0.01% 579
2023
Q3 		$330 Hold
2
– – ﹤0.01% 571
2023
Q2 		$338 Buy
+2
New +$400 ﹤0.01% 580

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
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 $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

Cherry Tree Wealth Management's STE Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Steris (STE) position steady in Q1 2026 at 2 shares worth $332. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Cherry Tree Wealth Management first reported a position in STE in Q2 2023 and has held it in 12 quarters since. The position peaked at $381 in Q4 2025. 845 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Cherry Tree Wealth Management held 2 shares of Steris worth $332 as of Q1 2026.
  • Cherry Tree Wealth Management left its Steris share count unchanged in Q1 2026.
  • Steris made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #570 holding.
  • Cherry Tree Wealth Management first reported a position in Steris in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Steris position peaked at $381 in Q4 2025.
  • 845 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.