Empirical Wealth Management’s Steris STE Stock Holding History

Empirical 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	$391K	Buy	+1,859	New	+$399K	0.01%	785
2025 Q3	–	Sell	-893	Closed	-$215K	–	838
2025 Q2	$215K	Buy	+893	New	+$208K	﹤0.01%	632
2023 Q1	–	Sell	-1,371	Closed	-$253K	–	484
2022 Q4	$253K	Buy	1,371 +61	+5%	+$10.7K	0.01%	402
2022 Q3	$218K	Buy	1,310 +220	+20%	+$44.8K	0.01%	431
2022 Q2	$225K	Buy	1,090 +258	+31%	+$58.2K	0.01%	426
2022 Q1	$201K	Buy	+832	New	+$193K	0.01%	477

Other funds holding STE

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

CCM

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

MCG

McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

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

Empirical Wealth Management opened a new position in Steris (STE) in Q2 2026: 1,859 shares worth $391K. The stake represents 0.01% of the portfolio and ranks #785 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in STE as recently as Q2 2025.

Empirical Wealth Management first reported a position in STE in Q1 2022 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Empirical Wealth Management held 1,859 shares of Steris worth $391K as of Q2 2026.
Steris was a new Empirical Wealth Management position in Q2 2026.
Steris made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #785 holding.
Empirical Wealth Management first reported a position in Steris in Q1 2022 and has held it in 6 quarters since.
91 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.