JSW
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Journey Strategic Wealth’s Steris STE Stock Holding History

Journey Strategic Wealth’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
Q1 		$242K Sell
1,094
-556
-34% -$136K 0.01% 670
2025
Q4 		$418K Buy
1,650
+34
+2% +$8.54K 0.01% 363
2025
Q3 		$400K Buy
1,616
+489
+43% +$117K 0.01% 357
2025
Q2 		$271K Buy
1,127
+174
+18% +$40.5K 0.01% 477
2025
Q1 		$216K Buy
+953
New +$210K 0.01% 447
2024
Q4 		– Sell
-925
Closed -$224K – 550
2024
Q3 		$224K Sell
925
-52
-5% -$12.2K 0.01% 436
2024
Q2 		$214K Buy
+977
New +$212K 0.01% 348

Other funds holding STE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Journey Strategic Wealth's STE Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Steris (STE) stake by 34% in Q1 2026, selling an estimated $136K and leaving 1,094 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #670.

Journey Strategic Wealth first reported a position in STE in Q2 2024 and has held it in 7 quarters since. The position peaked at $418K in Q4 2025. 840 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Journey Strategic Wealth held 1,094 shares of Steris worth $242K as of Q1 2026.
  • Journey Strategic Wealth sold 556 Steris shares in Q1 2026, an estimated $136K.
  • Steris made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #670 holding.
  • Journey Strategic Wealth first reported a position in Steris in Q2 2024 and has held it in 7 quarters since.
  • Journey Strategic Wealth's Steris position peaked at $418K in Q4 2025.
  • 840 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.