Creative Planning’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.54M | Sell |
38,613
-2,608
| -6% | -$638K | 0.01% | 799 |
|
|
2025
Q4 | $10.5M | Buy |
41,221
+9,704
| +31% | +$2.44M | 0.01% | 602 |
|
|
2025
Q3 | $7.8M | Buy |
31,517
+13,505
| +75% | +$3.23M | 0.01% | 665 |
|
|
2025
Q2 | $4.33M | Buy |
18,012
+1,471
| +9% | +$342K | ﹤0.01% | 831 |
|
|
2025
Q1 | $3.75M | Buy |
16,541
+7,007
| +73% | +$1.54M | ﹤0.01% | 822 |
|
|
2024
Q4 | $1.96M | Buy |
9,534
+515
| +6% | +$113K | ﹤0.01% | 1144 |
|
|
2024
Q3 | $2.19M | Buy |
9,019
+126
| +1% | +$29.5K | ﹤0.01% | 1016 |
|
|
2024
Q2 | $1.95M | Sell |
8,893
-249
| -3% | -$54.1K | ﹤0.01% | 996 |
|
|
2024
Q1 | $2.06M | Buy |
9,142
+275
| +3% | +$62K | ﹤0.01% | 946 |
|
|
2023
Q4 | $1.95M | Buy |
8,867
+121
| +1% | +$25.6K | ﹤0.01% | 929 |
|
|
2023
Q3 | $1.92M | Buy |
8,746
+1,104
| +14% | +$250K | ﹤0.01% | 864 |
|
|
2023
Q2 | $1.72M | Buy |
7,642
+1,262
| +20% | +$253K | ﹤0.01% | 890 |
|
|
2023
Q1 | $1.22M | Buy |
6,380
+206
| +3% | +$39.8K | ﹤0.01% | 972 |
|
|
2022
Q4 | $1.14M | Buy |
6,174
+588
| +11% | +$103K | ﹤0.01% | 976 |
|
|
2022
Q3 | $929K | Buy |
5,586
+1,098
| +24% | +$223K | ﹤0.01% | 993 |
|
|
2022
Q2 | $925K | Buy |
4,488
+172
| +4% | +$38.8K | ﹤0.01% | 1009 |
|
|
2022
Q1 | $1.04M | Sell |
4,316
-425
| -9% | -$98.5K | ﹤0.01% | 961 |
|
|
2021
Q4 | $1.15M | Buy |
4,741
+346
| +8% | +$79.1K | ﹤0.01% | 892 |
|
|
2021
Q3 | $898K | Buy |
4,395
+115
| +3% | +$24.6K | ﹤0.01% | 995 |
|
|
2021
Q2 | $883K | Buy |
4,280
+227
| +6% | +$45.7K | ﹤0.01% | 996 |
|
|
2021
Q1 | $772K | Buy |
4,053
+47
| +1% | +$8.72K | ﹤0.01% | 1184 |
|
|
2020
Q4 | $759K | Buy |
4,006
+1,182
| +42% | +$221K | ﹤0.01% | 1086 |
|
|
2020
Q3 | $498K | Sell |
2,824
-528
| -16% | -$84.4K | ﹤0.01% | 1141 |
|
|
2020
Q2 | $514K | Buy |
+3,352
| New | +$511K | ﹤0.01% | 1016 |
|
|
2017
Q3 | – | Sell |
-1,138
| Closed | -$93K | – | 3491 |
|
|
2017
Q2 | $93K | Sell |
1,138
-336
| -23% | -$25.5K | ﹤0.01% | 2042 |
|
|
2017
Q1 | $102K | Hold |
1,474
| – | – | ﹤0.01% | 1950 |
|
|
2016
Q4 | $99K | Sell |
1,474
-364
| -20% | -$24.7K | ﹤0.01% | 1873 |
|
|
2016
Q3 | $134K | Buy |
1,838
+799
| +77% | +$56.4K | ﹤0.01% | 1644 |
|
|
2016
Q2 | $71K | Hold |
1,039
| – | – | ﹤0.01% | 1895 |
|
|
2016
Q1 | $74K | Sell |
1,039
-45
| -4% | -$3.04K | ﹤0.01% | 1819 |
|
|
2015
Q4 | $82K | Buy |
1,084
+11
| +1% | +$795 | ﹤0.01% | 1757 |
|
|
2015
Q3 | $70K | Buy |
+1,073
| New | +$70.9K | ﹤0.01% | 1814 |
|
|
2015
Q2 | – | Sell |
-1,071
| Closed | -$75K | – | 2769 |
|
|
2015
Q1 | $75K | Hold |
1,071
| – | – | ﹤0.01% | 1739 |
|
|
2014
Q4 | $69K | Hold |
1,071
| – | – | ﹤0.01% | 1782 |
|
|
2014
Q3 | $58K | Buy |
1,071
+32
| +3% | +$1.74K | ﹤0.01% | 1822 |
|
|
2014
Q2 | $56K | Buy |
1,039
+325
| +46% | +$16.7K | ﹤0.01% | 1813 |
|
|
2014
Q1 | $34K | Buy |
714
+75
| +12% | +$3.51K | ﹤0.01% | 2056 |
|
|
2013
Q4 | $31K | Sell |
639
-118
| -16% | -$5.39K | ﹤0.01% | 1935 |
|
|
2013
Q3 | $33K | Buy |
757
+118
| +18% | +$5.13K | ﹤0.01% | 1779 |
|
|
2013
Q2 | $27K | Buy |
+639
| New | +$27.5K | ﹤0.01% | 1746 |
|
Other funds holding STE
VCM
VPM
OAG
GIM
Creative Planning's STE Position: Q1 2026 in Review
Creative Planning reduced its Steris (STE) stake by 6.3% in Q1 2026, selling an estimated $638K and leaving 38,613 shares worth $8.54M. The position accounts for 0.01% of the portfolio, ranked #799.
Creative Planning first reported a position in STE in Q2 2013 and has held it in 40 quarters since. The position peaked at $10.5M in Q4 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.
- Creative Planning held 38,613 shares of Steris worth $8.54M as of Q1 2026.
- Creative Planning sold 2,608 Steris shares in Q1 2026, an estimated $638K.
- Steris made up 0.01% of Creative Planning's portfolio in Q1 2026, its #799 holding.
- Creative Planning first reported a position in Steris in Q2 2013 and has held it in 40 quarters since.
- Creative Planning's Steris position peaked at $10.5M in Q4 2025.
- 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.