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Golden State Wealth Management’s Steris STE Stock Holding History

Golden State 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 		$7.01K Hold
33
– – ﹤0.01% 1191
2026
Q1 		$7.34K Hold
33
– – ﹤0.01% 1145
2025
Q4 		$8.39K Hold
33
– – ﹤0.01% 1152
2025
Q3 		$8.17K Hold
33
– – ﹤0.01% 1151
2025
Q2 		$7.93K Hold
33
– – ﹤0.01% 1129
2025
Q1 		$7.48K Hold
33
– – ﹤0.01% 1080
2024
Q4 		$6.78K Buy
+33
New +$7.24K ﹤0.01% 1053

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

Golden State Wealth Management's STE Position: Q2 2026 in Review

Golden State Wealth Management held its Steris (STE) position steady in Q2 2026 at 33 shares worth $7.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Golden State Wealth Management first reported a position in STE in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.39K in Q4 2025. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Golden State Wealth Management held 33 shares of Steris worth $7.01K as of Q2 2026.
  • Golden State Wealth Management left its Steris share count unchanged in Q2 2026.
  • Steris made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1191 holding.
  • Golden State Wealth Management first reported a position in Steris in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Steris position peaked at $8.39K in Q4 2025.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.