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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
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
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

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.

839 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.
  • 839 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.