IWS
STE icon

Intentional Wealth Strategies’s Steris STE Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-97
Closed -$21.4K – 787
2026
Q1 		$21.4K Buy
+97
New +$23.7K 0.02% 266

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

Intentional Wealth Strategies's STE Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Steris (STE) in Q2 2026, closing a stake of 97 shares — an estimated $21.4K sold.

Intentional Wealth Strategies first reported a position in STE in Q1 2026 and held it in 1 quarter. The position peaked at $21.4K in Q1 2026. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Steris position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 97 Steris shares in Q2 2026, an estimated $21.4K.
  • Intentional Wealth Strategies first reported a position in Steris in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Steris position peaked at $21.4K in Q1 2026.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

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