BPI
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BFC Planning, Inc.’s Steris STE Stock Holding History

BFC Planning, 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 		$21.2K Buy
100
+16
+19% +$3.43K ﹤0.01% 1987
2026
Q1 		$18.7K Sell
84
-5
-6% -$1.22K ﹤0.01% 1741
2025
Q4 		$22.7K Buy
89
+8
+10% +$2.01K ﹤0.01% 1699
2025
Q3 		$20.1K Sell
81
-4
-5% -$957 ﹤0.01% 1580
2025
Q2 		$20.5K Sell
85
-5
-6% -$1.16K ﹤0.01% 1486
2025
Q1 		$20.4K Buy
90
+13
+17% +$2.86K ﹤0.01% 1450
2024
Q4 		$15.8K Buy
+77
New +$16.9K ﹤0.01% 1554

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 $3.38T AUM 44.17% 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
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Generation Investment Management
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

BFC Planning, Inc.'s STE Position: Q2 2026 in Review

BFC Planning, Inc. increased its Steris (STE) stake by 19% in Q2 2026, buying an estimated $3.43K and bringing the position to 100 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

BFC Planning, Inc. first reported a position in STE in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.7K in Q4 2025. 843 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • BFC Planning, Inc. held 100 shares of Steris worth $21.2K as of Q2 2026.
  • BFC Planning, Inc. bought 16 Steris shares in Q2 2026, an estimated $3.43K.
  • Steris made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1987 holding.
  • BFC Planning, Inc. first reported a position in Steris in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Steris position peaked at $22.7K in Q4 2025.
  • 843 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.