Institute for Wealth Management’s Steris STE Stock Holding History

Institute for 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	$22.3K	Buy	+106	New	+$22.7K	﹤0.01%	1099

Other funds holding STE

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

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

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LWCA

Locust Wood Capital Advisers New York $4.15B AUM 31.06% 1-Year Est. Return

Institute for Wealth Management's STE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Steris (STE) in Q2 2026: 106 shares worth $22.3K. The stake represents ﹤0.01% of the portfolio and ranks #1099 among its holdings.

460 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Institute for Wealth Management held 106 shares of Steris worth $22.3K as of Q2 2026.
Steris was a new Institute for Wealth Management position in Q2 2026.
Steris made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1099 holding.
460 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.