FDW
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Fourth Dimension Wealth’s Steris STE Stock Holding History

Fourth Dimension Wealth’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 		$73.7K Hold
350
– – 0.02% 222
2026
Q1 		$77.4K Hold
350
– – 0.03% 191
2025
Q4 		$88.7K Hold
350
– – 0.03% 184
2025
Q3 		$86.6K Hold
350
– – 0.03% 177
2025
Q2 		$84.1K Hold
350
– – 0.04% 179
2025
Q1 		$79.3K Sell
350
-22
-6% -$4.84K 0.04% 187
2024
Q4 		$76.5K Buy
+372
New +$81.6K 0.04% 179

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

Fourth Dimension Wealth's STE Position: Q2 2026 in Review

Fourth Dimension Wealth held its Steris (STE) position steady in Q2 2026 at 350 shares worth $73.7K. The position accounts for 0.02% of the portfolio, ranked #222.

Fourth Dimension Wealth first reported a position in STE in Q4 2024 and has held it in 7 quarters since. The position peaked at $88.7K in Q4 2025. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Fourth Dimension Wealth held 350 shares of Steris worth $73.7K as of Q2 2026.
  • Fourth Dimension Wealth left its Steris share count unchanged in Q2 2026.
  • Steris made up 0.02% of Fourth Dimension Wealth's portfolio in Q2 2026, its #222 holding.
  • Fourth Dimension Wealth first reported a position in Steris in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Steris position peaked at $88.7K in Q4 2025.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.