FSM Wealth Advisors’s Steris STE Stock Holding History

FSM Wealth Advisors’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	$1.23M	Buy	5,836 +287	+5%	+$61.5K	0.13%	93
2026 Q1	$1.23M	Sell	5,549 -13	-0.2%	-$3.18K	0.16%	77
2025 Q4	$1.41M	Buy	5,562 +158	+3%	+$39.7K	0.19%	66
2025 Q3	$1.34M	Sell	5,404 -18	-0.3%	-$4.31K	0.19%	72
2025 Q2	$1.27M	Buy	5,422 +271	+5%	+$63.1K	0.21%	71
2025 Q1	$1.17M	Buy	5,151 +167	+3%	+$36.7K	0.26%	53
2024 Q4	$1.05M	Sell	4,984 -4	-0.1%	-$878	0.26%	57
2024 Q3	$1.21M	Buy	+4,988	New	+$1.17M	0.32%	51
2023 Q3	–	Sell	-932	Closed	-$209K	–	167
2023 Q2	$209K	Buy	+932	New	+$186K	0.1%	160

Other funds holding STE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

FSM Wealth Advisors's STE Position: Q2 2026 in Review

FSM Wealth Advisors increased its Steris (STE) stake by 5.2% in Q2 2026, buying an estimated $61.5K and bringing the position to 5,836 shares worth $1.23M. The position accounts for 0.13% of the portfolio, ranked #93.

FSM Wealth Advisors first reported a position in STE in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.41M in Q4 2025. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

FSM Wealth Advisors held 5,836 shares of Steris worth $1.23M as of Q2 2026.
FSM Wealth Advisors bought 287 Steris shares in Q2 2026, an estimated $61.5K.
Steris made up 0.13% of FSM Wealth Advisors's portfolio in Q2 2026, its #93 holding.
FSM Wealth Advisors first reported a position in Steris in Q2 2023 and has held it in 9 quarters since.
FSM Wealth Advisors's Steris position peaked at $1.41M in Q4 2025.
830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

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