PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Steris STE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$32.1K	Hold	152	–	–	0.01%	369
2026 Q1	$33.7K	Hold	152	–	–	0.01%	335
2025 Q4	$38.6K	Hold	152	–	–	0.01%	329
2025 Q3	$37.7K	Hold	152	–	–	0.01%	304
2025 Q2	$36.6K	Buy	152 +1	+0.7%	+$233	0.01%	292
2025 Q1	$34.4K	Hold	151	–	–	0.01%	297
2024 Q4	$31.1K	Hold	151	–	–	0.01%	302
2024 Q3	$36.6K	Buy	151 +1	+0.7%	+$234	0.02%	248
2024 Q2	$33.1K	Hold	150	–	–	0.02%	233
2024 Q1	$33.8K	Hold	150	–	–	0.02%	221
2023 Q4	$33K	Buy	+150	New	+$31.7K	0.02%	210

Other funds holding STE

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

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FAM

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

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s STE Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Steris (STE) position steady in Q2 2026 at 152 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #369.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in STE in Q4 2023 and has held it in 11 quarters since. The position peaked at $38.6K in Q4 2025. 425 funds tracked by Wall St. Rank hold STE as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 152 shares of Steris worth $32.1K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Steris share count unchanged in Q2 2026.
Steris made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #369 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Steris in Q4 2023 and has held it in 11 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Steris position peaked at $38.6K in Q4 2025.
425 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.