LWM
STE icon

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

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return