DWS
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Dynamic Wealth Strategies’s Steris STE Stock Holding History

Dynamic Wealth Strategies’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 		$20K Hold
95
– – 0.01% 203
2026
Q1 		$21K Hold
95
– – 0.01% 197
2025
Q4 		$24.1K Hold
95
– – 0.01% 171
2025
Q3 		$23.5K Hold
95
– – 0.02% 168
2025
Q2 		$22.8K Hold
95
– – 0.02% 161
2025
Q1 		$21.5K Buy
+95
New +$20.9K 0.02% 172
2024
Q4 		– Sell
-110
Closed -$27K – 204
2024
Q3 		$27K Hold
110
– – 0.02% 167
2024
Q2 		$24K Hold
110
– – 0.02% 154
2024
Q1 		$25K Hold
110
– – 0.02% 151
2023
Q4 		$24.2K Buy
+110
New +$23.3K 0.02% 150

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

Dynamic Wealth Strategies's STE Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Steris (STE) position steady in Q2 2026 at 95 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #203.

Dynamic Wealth Strategies first reported a position in STE in Q4 2023 and has held it in 10 quarters since. The position peaked at $27K in Q3 2024. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Dynamic Wealth Strategies held 95 shares of Steris worth $20K as of Q2 2026.
  • Dynamic Wealth Strategies left its Steris share count unchanged in Q2 2026.
  • Steris made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #203 holding.
  • Dynamic Wealth Strategies first reported a position in Steris in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Steris position peaked at $27K in Q3 2024.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.