MWM
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Mission Wealth Management’s Steris STE Stock Holding History

Mission 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 		$217K Buy
+1,030
New +$221K ﹤0.01% 1002
2026
Q1 		– Sell
-872
Closed -$221K – 775
2025
Q4 		$221K Buy
+872
New +$219K ﹤0.01% 677

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

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

Mission Wealth Management opened a new position in Steris (STE) in Q2 2026: 1,030 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #1002 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in STE as recently as Q4 2025.

Mission Wealth Management first reported a position in STE in Q4 2025 and has held it in 2 quarters since. The position peaked at $221K in Q4 2025. 835 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Mission Wealth Management held 1,030 shares of Steris worth $217K as of Q2 2026.
  • Steris was a new Mission Wealth Management position in Q2 2026.
  • Steris made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #1002 holding.
  • Mission Wealth Management first reported a position in Steris in Q4 2025 and has held it in 2 quarters since.
  • Mission Wealth Management's Steris position peaked at $221K in Q4 2025.
  • 835 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.