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Cornerstone Planning Group’s Steris STE Stock Holding History

Cornerstone Planning Group’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 		$20.6K Buy
98
+1
+1% +$214 ﹤0.01% 670
2026
Q1 		$20.7K Sell
97
-18
-16% -$4.4K ﹤0.01% 659
2025
Q4 		$30K Buy
115
+89
+342% +$22.4K ﹤0.01% 474
2025
Q3 		$9.86K Sell
26
-48
-65% -$11.5K ﹤0.01% 784
2025
Q2 		$16.6K Sell
74
-5
-6% -$1.16K ﹤0.01% 452
2025
Q1 		$17.7K Buy
79
+60
+316% +$13.2K ﹤0.01% 440
2024
Q4 		$4.21K Hold
19
– – ﹤0.01% 614
2024
Q3 		$4.25K Buy
19
+2
+12% +$468 ﹤0.01% 597
2024
Q2 		$4.13K Hold
17
– – ﹤0.01% 616
2024
Q1 		$3.53K Hold
17
– – ﹤0.01% 574
2023
Q4 		$3.74K Hold
17
– – ﹤0.01% 564
2023
Q3 		$3.73K Hold
17
– – ﹤0.01% 572
2023
Q2 		$3.83K Buy
+17
New +$3.4K ﹤0.01% 990
2022
Q4 		$3.39K Buy
+17
New +$2.99K ﹤0.01% 1053

Other funds holding STE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $4.15B AUM 31.06% 1-Year Est. Return

Cornerstone Planning Group's STE Position: Q2 2026 in Review

Cornerstone Planning Group increased its Steris (STE) stake by 1% in Q2 2026, buying an estimated $214 and bringing the position to 98 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Cornerstone Planning Group first reported a position in STE in Q4 2022 and has held it in 14 quarters since. The position peaked at $30K in Q4 2025. 447 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Cornerstone Planning Group held 98 shares of Steris worth $20.6K as of Q2 2026.
  • Cornerstone Planning Group bought 1 Steris share in Q2 2026, an estimated $214.
  • Steris made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #670 holding.
  • Cornerstone Planning Group first reported a position in Steris in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Steris position peaked at $30K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.