JWA
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JFS Wealth Advisors’s Steris STE Stock Holding History

JFS Wealth Advisors’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 		$17.1K Hold
81
– – ﹤0.01% 807
2026
Q1 		$17.9K Sell
81
-11
-12% -$2.69K ﹤0.01% 766
2025
Q4 		$23.3K Buy
92
+19
+26% +$4.77K ﹤0.01% 711
2025
Q3 		$18.1K Sell
73
-3
-4% -$718 ﹤0.01% 717
2025
Q2 		$18.3K Buy
76
+2
+3% +$466 ﹤0.01% 675
2025
Q1 		$16.8K Sell
74
-21
-22% -$4.62K ﹤0.01% 713
2024
Q4 		$19.5K Buy
95
+55
+138% +$12.1K ﹤0.01% 652
2024
Q3 		$9.7K Buy
40
+4
+11% +$935 ﹤0.01% 865
2024
Q2 		$7.9K Hold
36
– – ﹤0.01% 871
2024
Q1 		$8.09K Sell
36
-1
-3% -$226 ﹤0.01% 888
2023
Q4 		$8.13K Sell
37
-2
-5% -$423 ﹤0.01% 847
2023
Q3 		$8.56K Buy
39
+5
+15% +$1.13K ﹤0.01% 784
2023
Q2 		$7.65K Buy
34
+14
+70% +$2.8K ﹤0.01% 824
2023
Q1 		$3.83K Sell
20
-8
-29% -$1.55K ﹤0.01% 1105
2022
Q4 		$5.17K Sell
28
-8
-22% -$1.41K ﹤0.01% 979
2022
Q3 		$6K Buy
36
+18
+100% +$3.66K ﹤0.01% 943
2022
Q2 		$4K Sell
18
-15
-45% -$3.38K ﹤0.01% 1118
2022
Q1 		$8K Buy
33
+21
+175% +$4.87K ﹤0.01% 884
2021
Q4 		$3K Buy
+12
New +$2.74K ﹤0.01% 991
2019
Q2 		– Sell
-25
Closed -$3K – 482
2019
Q1 		$3K Buy
+25
New +$2.94K ﹤0.01% 425
2016
Q2 		– Sell
-230
Closed -$16K – 603
2016
Q1 		$16K Sell
230
-150
-39% -$10.1K ﹤0.01% 350
2015
Q4 		$29K Buy
380
+150
+65% +$10.8K 0.01% 296
2015
Q3 		$15K Buy
+230
New +$15.2K 0.01% 302

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

JFS Wealth Advisors's STE Position: Q2 2026 in Review

JFS Wealth Advisors held its Steris (STE) position steady in Q2 2026 at 81 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

JFS Wealth Advisors first reported a position in STE in Q3 2015 and has held it in 23 quarters since. The position peaked at $29K in Q4 2015. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • JFS Wealth Advisors held 81 shares of Steris worth $17.1K as of Q2 2026.
  • JFS Wealth Advisors left its Steris share count unchanged in Q2 2026.
  • Steris made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #807 holding.
  • JFS Wealth Advisors first reported a position in Steris in Q3 2015 and has held it in 23 quarters since.
  • JFS Wealth Advisors's Steris position peaked at $29K in Q4 2015.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.