EWP
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Elevation Wealth Partners’s Steris STE Stock Holding History

Elevation Wealth Partners’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
Q3 		$43.1K Buy
205
+82
+67% +$18.2K 0.01% 440
2026
Q2 		$25.9K Buy
123
+113
+1,130% +$24.2K 0.01% 501
2026
Q1 		$2.21K Sell
10
-11
-52% -$2.69K ﹤0.01% 889
2025
Q4 		$5.32K Buy
21
+12
+133% +$3.01K ﹤0.01% 612
2025
Q3 		$2.23K Buy
+9
New +$2.15K ﹤0.01% 624

Other funds holding STE

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Elevation Wealth Partners's STE Position: Q3 2026 in Review

Elevation Wealth Partners increased its Steris (STE) stake by 67% in Q3 2026, buying an estimated $18.2K and bringing the position to 205 shares worth $43.1K. The position accounts for 0.01% of the portfolio, ranked #440.

Elevation Wealth Partners first reported a position in STE in Q3 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold STE as of Q3 2026.

  • Elevation Wealth Partners held 205 shares of Steris worth $43.1K as of Q3 2026.
  • Elevation Wealth Partners bought 82 Steris shares in Q3 2026, an estimated $18.2K.
  • Steris made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #440 holding.
  • Elevation Wealth Partners first reported a position in Steris in Q3 2025 and has held it in 5 quarters since.
  • 23 funds tracked by Wall St. Rank held Steris as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.