HWM
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HB Wealth Management’s Steris STE Stock Holding History

HB 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 		$668K Buy
3,173
+644
+25% +$138K ﹤0.01% 960
2026
Q1 		$559K Sell
2,529
-614
-20% -$150K ﹤0.01% 925
2025
Q4 		$797K Sell
3,143
-18
-0.6% -$4.52K 0.01% 707
2025
Q3 		$782K Buy
3,161
+936
+42% +$224K 0.01% 684
2025
Q2 		$534K Sell
2,225
-229
-9% -$53.3K ﹤0.01% 713
2025
Q1 		$556K Buy
+2,454
New +$540K ﹤0.01% 726
2024
Q4 		– Sell
-1,022
Closed -$248K – 1117
2024
Q3 		$248K Buy
1,022
+91
+10% +$21.3K ﹤0.01% 821
2024
Q2 		$204K Buy
+931
New +$202K ﹤0.01% 845

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

HB Wealth Management's STE Position: Q2 2026 in Review

HB Wealth Management increased its Steris (STE) stake by 25% in Q2 2026, buying an estimated $138K and bringing the position to 3,173 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

HB Wealth Management first reported a position in STE in Q2 2024 and has held it in 8 quarters since. The position peaked at $797K in Q4 2025. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • HB Wealth Management held 3,173 shares of Steris worth $668K as of Q2 2026.
  • HB Wealth Management bought 644 Steris shares in Q2 2026, an estimated $138K.
  • Steris made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #960 holding.
  • HB Wealth Management first reported a position in Steris in Q2 2024 and has held it in 8 quarters since.
  • HB Wealth Management's Steris position peaked at $797K in Q4 2025.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.