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Mascoma Wealth Management’s Steris STE Stock Holding History

Mascoma 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 		$421 Buy
+2
New +$429 ﹤0.01% 568
2025
Q1 		– Sell
-260
Closed -$53.4K – 536
2024
Q4 		$53.4K Sell
260
-15
-5% -$3.29K 0.01% 190
2024
Q3 		$66.7K Sell
275
-5
-2% -$1.17K 0.02% 173
2024
Q2 		$61.5K Buy
+280
New +$60.8K 0.02% 177

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

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

Mascoma Wealth Management opened a new position in Steris (STE) in Q2 2026: 2 shares worth $421. The stake represents ﹤0.01% of the portfolio and ranks #568 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in STE as recently as Q4 2024.

Mascoma Wealth Management first reported a position in STE in Q2 2024 and has held it in 4 quarters since. The position peaked at $66.7K in Q3 2024. 835 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Mascoma Wealth Management held 2 shares of Steris worth $421 as of Q2 2026.
  • Steris was a new Mascoma Wealth Management position in Q2 2026.
  • Steris made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #568 holding.
  • Mascoma Wealth Management first reported a position in Steris in Q2 2024 and has held it in 4 quarters since.
  • Mascoma Wealth Management's Steris position peaked at $66.7K in Q3 2024.
  • 835 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.