Outlook Wealth Advisors’s Steris STE Stock Holding History

Outlook Wealth Advisors’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	$593K	Buy	2,814 +27	+1%	+$5.79K	0.13%	157
2026 Q1	$616K	Sell	2,787 -94	-3%	-$23K	0.15%	155
2025 Q4	$730K	Sell	2,881 -6	-0.2%	-$1.51K	0.17%	119
2025 Q3	$714K	Buy	+2,887	New	+$691K	0.18%	117
2023 Q1	–	Sell	-3,734	Closed	-$690K	–	202
2022 Q4	$690K	Buy	3,734 +6	+0.2%	+$1.05K	0.33%	75
2022 Q3	$620K	Buy	+3,728	New	+$759K	0.28%	90

Other funds holding STE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

Outlook Wealth Advisors's STE Position: Q2 2026 in Review

Outlook Wealth Advisors increased its Steris (STE) stake by 0.97% in Q2 2026, buying an estimated $5.79K and bringing the position to 2,814 shares worth $593K. The position accounts for 0.13% of the portfolio, ranked #157.

Outlook Wealth Advisors first reported a position in STE in Q3 2022 and has held it in 6 quarters since. The position peaked at $730K in Q4 2025. 835 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Outlook Wealth Advisors held 2,814 shares of Steris worth $593K as of Q2 2026.
Outlook Wealth Advisors bought 27 Steris shares in Q2 2026, an estimated $5.79K.
Steris made up 0.13% of Outlook Wealth Advisors's portfolio in Q2 2026, its #157 holding.
Outlook Wealth Advisors first reported a position in Steris in Q3 2022 and has held it in 6 quarters since.
Outlook Wealth Advisors's Steris position peaked at $730K in Q4 2025.
835 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.