LWM
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Lakeridge Wealth Management’s Steris STE Stock Holding History

Lakeridge 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 		$608K Buy
2,885
+13
+0.5% +$2.79K 0.22% 91
2026
Q1 		$635K Buy
2,872
+10
+0.3% +$2.45K 0.27% 79
2025
Q4 		$725K Buy
2,862
+13
+0.5% +$3.27K 0.33% 61
2025
Q3 		$705K Buy
2,849
+73
+3% +$17.5K 0.31% 61
2025
Q2 		$667K Buy
2,776
+6
+0.2% +$1.4K 0.31% 61
2025
Q1 		$628K Sell
2,770
-31
-1% -$6.82K 0.31% 57
2024
Q4 		$576K Buy
2,801
+95
+4% +$20.8K 0.3% 71
2024
Q3 		$656K Buy
2,706
+7
+0.3% +$1.64K 0.36% 54
2024
Q2 		$593K Buy
2,699
+5
+0.2% +$1.09K 0.36% 56
2024
Q1 		$606K Buy
2,694
+7
+0.3% +$1.58K 0.39% 50
2023
Q4 		$591K Buy
+2,687
New +$568K 0.43% 47

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

Lakeridge Wealth Management's STE Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Steris (STE) stake by 0.45% in Q2 2026, buying an estimated $2.79K and bringing the position to 2,885 shares worth $608K. The position accounts for 0.22% of the portfolio, ranked #91.

Lakeridge Wealth Management first reported a position in STE in Q4 2023 and has held it in 11 quarters since. The position peaked at $725K in Q4 2025. 835 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Lakeridge Wealth Management held 2,885 shares of Steris worth $608K as of Q2 2026.
  • Lakeridge Wealth Management bought 13 Steris shares in Q2 2026, an estimated $2.79K.
  • Steris made up 0.22% of Lakeridge Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Lakeridge Wealth Management first reported a position in Steris in Q4 2023 and has held it in 11 quarters since.
  • Lakeridge Wealth Management's Steris position peaked at $725K in Q4 2025.
  • 835 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.