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Diversify Wealth Management’s Steris STE Stock Holding History

Diversify 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
Q2 		$3.24M Buy
14,817
+2,903
+24% +$622K 0.05% 276
2026
Q1 		$2.53M Buy
11,914
+3,197
+37% +$782K 0.05% 313
2025
Q4 		$2.27M Sell
8,717
-796
-8% -$200K 0.11% 203
2025
Q3 		$2.26M Buy
9,513
+443
+5% +$106K 0.13% 167
2025
Q2 		$2.21M Buy
9,070
+1,697
+23% +$395K 0.14% 171
2025
Q1 		$1.65M Buy
7,373
+1,379
+23% +$303K 0.12% 185
2024
Q4 		$1.23M Buy
5,994
+1,772
+42% +$389K 0.1% 189
2024
Q3 		$934K Buy
4,222
+304
+8% +$71.1K 0.09% 202
2024
Q2 		$934K Buy
+3,918
New +$851K 0.12% 168

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Diversify Wealth Management's STE Position: Q2 2026 in Review

Diversify Wealth Management increased its Steris (STE) stake by 24% in Q2 2026, buying an estimated $622K and bringing the position to 14,817 shares worth $3.24M. The position accounts for 0.05% of the portfolio, ranked #276.

Diversify Wealth Management first reported a position in STE in Q2 2024 and has held it in 9 quarters since. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Diversify Wealth Management held 14,817 shares of Steris worth $3.24M as of Q2 2026.
  • Diversify Wealth Management bought 2,903 Steris shares in Q2 2026, an estimated $622K.
  • Steris made up 0.05% of Diversify Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Diversify Wealth Management first reported a position in Steris in Q2 2024 and has held it in 9 quarters since.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.