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Measured Wealth Private Client Group’s Steris STE Stock Holding History

Measured Wealth Private Client Group’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 		– Sell
-110
Closed -$27.9K – 776
2025
Q4 		$27.9K Buy
+110
New +$27.6K 0.01% 404

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $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

Measured Wealth Private Client Group's STE Position: Q1 2026 in Review

Measured Wealth Private Client Group sold out of Steris (STE) in Q1 2026, closing a stake of 110 shares — an estimated $27.9K sold.

Measured Wealth Private Client Group first reported a position in STE in Q4 2025 and held it in 1 quarter. The position peaked at $27.9K in Q4 2025. 845 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Measured Wealth Private Client Group reported no remaining Steris position as of Q1 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 110 Steris shares in Q1 2026, an estimated $27.9K.
  • Measured Wealth Private Client Group first reported a position in Steris in Q4 2025 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Steris position peaked at $27.9K in Q4 2025.
  • 845 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.