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Legacy Capital Wealth Partners’s Steris STE Stock Holding History

Legacy Capital Wealth Partners’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
-944
Closed -$209K – 412
2026
Q1 		$209K Sell
944
-389
-29% -$95.2K 0.04% 362
2025
Q4 		$338K Sell
1,333
-105
-7% -$26.4K 0.07% 278
2025
Q3 		$356K Buy
1,438
+303
+27% +$72.5K 0.08% 277
2025
Q2 		$273K Buy
+1,135
New +$264K 0.06% 313
2024
Q4 		– Sell
-848
Closed -$206K – 391
2024
Q3 		$206K Buy
+848
New +$198K 0.04% 344

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 $3.38T AUM 44.17% 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

Legacy Capital Wealth Partners's STE Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of Steris (STE) in Q2 2026, closing a stake of 944 shares — an estimated $209K sold.

Legacy Capital Wealth Partners first reported a position in STE in Q3 2024 and held it in 5 quarters. The position peaked at $356K in Q3 2025. 839 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Legacy Capital Wealth Partners reported no remaining Steris position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 944 Steris shares in Q2 2026, an estimated $209K.
  • Legacy Capital Wealth Partners first reported a position in Steris in Q3 2024 and held it in 5 quarters.
  • Legacy Capital Wealth Partners's Steris position peaked at $356K in Q3 2025.
  • 839 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.