Mowery & Schoenfeld Wealth Management’s Steris STE Stock Holding History

Mowery & Schoenfeld 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	$4.84K	Hold	23	–	–	0.01%	295
2026 Q1	$5.09K	Buy	+23	New	+$5.63K	0.01%	276
2025 Q4	–	Sell	-23	Closed	-$5.69K	–	493
2025 Q3	$5.69K	Hold	23	–	–	0.01%	272
2025 Q2	$5.53K	Hold	23	–	–	0.01%	270
2025 Q1	$5.21K	Sell	23 -15	-39%	-$3.3K	0.01%	320
2024 Q4	$7.81K	Buy	38 +15	+65%	+$3.29K	0.02%	252
2024 Q3	$5.58K	Hold	23	–	–	0.01%	201
2024 Q2	$5.05K	Sell	23 -90	-80%	-$19.6K	0.01%	174
2024 Q1	$25.4K	Sell	113 -4	-3%	-$902	0.05%	102
2023 Q4	$25.7K	Buy	+117	New	+$24.7K	0.05%	92

Other funds holding STE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LWCA

Locust Wood Capital Advisers New York $4.15B AUM 31.06% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's STE Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Steris (STE) position steady in Q2 2026 at 23 shares worth $4.84K. The position accounts for 0.01% of the portfolio, ranked #295.

Mowery & Schoenfeld Wealth Management first reported a position in STE in Q4 2023 and has held it in 10 quarters since. The position peaked at $25.7K in Q4 2023. 460 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 23 shares of Steris worth $4.84K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Steris share count unchanged in Q2 2026.
Steris made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #295 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Steris in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Steris position peaked at $25.7K in Q4 2023.
460 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.