Dogwood Wealth Management’s Steris STE Stock Holding History

Dogwood 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	–	Sell	-1	Closed	-$221	–	916
2026 Q1	$221	Sell	1 -7	-88%	-$1.71K	﹤0.01%	823
2025 Q4	$2.03K	Buy	8 +3	+60%	+$753	﹤0.01%	557
2025 Q3	$1.24K	Hold	5	–	–	﹤0.01%	582
2025 Q2	$1.16K	Sell	5 -2	-29%	-$466	﹤0.01%	606
2025 Q1	$1.59K	Buy	+7	New	+$1.54K	﹤0.01%	385

Other funds holding STE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

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

Dogwood Wealth Management sold out of Steris (STE) in Q2 2026, closing a stake of 1 share — an estimated $221 sold.

Dogwood Wealth Management first reported a position in STE in Q1 2025 and held it in 5 quarters. The position peaked at $2.03K in Q4 2025. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Dogwood Wealth Management reported no remaining Steris position as of Q2 2026 after selling out during the quarter.
Dogwood Wealth Management sold 1 Steris share in Q2 2026, an estimated $221.
Dogwood Wealth Management first reported a position in Steris in Q1 2025 and held it in 5 quarters.
Dogwood Wealth Management's Steris position peaked at $2.03K in Q4 2025.
830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.