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Nvest Wealth Strategies’s Steris STE Stock Holding History

Nvest Wealth Strategies’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 		$58.3K Hold
277
– – 0.04% 49
2026
Q1 		$61.3K Hold
277
– – 0.04% 52
2025
Q4 		$70.2K Buy
+277
New +$69.6K 0.05% 45

Other funds holding STE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

Nvest Wealth Strategies's STE Position: Q2 2026 in Review

Nvest Wealth Strategies held its Steris (STE) position steady in Q2 2026 at 277 shares worth $58.3K. The position accounts for 0.04% of the portfolio, ranked #49.

Nvest Wealth Strategies first reported a position in STE in Q4 2025 and has held it in 3 quarters since. The position peaked at $70.2K in Q4 2025. 425 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Nvest Wealth Strategies held 277 shares of Steris worth $58.3K as of Q2 2026.
  • Nvest Wealth Strategies left its Steris share count unchanged in Q2 2026.
  • Steris made up 0.04% of Nvest Wealth Strategies's portfolio in Q2 2026, its #49 holding.
  • Nvest Wealth Strategies first reported a position in Steris in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Steris position peaked at $70.2K in Q4 2025.
  • 425 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.