Peterson Wealth Services
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Peterson Wealth Services’s Steris STE Stock Holding History

Peterson Wealth Services’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
Q3 		– Sell
-3
Closed -$652 – 246
2026
Q2 		$652 Sell
3
-1,267
-100% -$272K ﹤0.01% 243
2026
Q1 		$281K Sell
1,270
-499
-28% -$122K 0.07% 114
2025
Q4 		$449K Sell
1,769
-3,247
-65% -$815K 0.11% 97
2025
Q3 		$438K Buy
5,016
+3,292
+191% +$788K 0.11% 100
2025
Q2 		$414K Buy
1,724
+4
+0.2% +$931 0.11% 100
2025
Q1 		$390K Sell
1,720
-12
-0.7% -$2.64K 0.12% 100
2024
Q4 		$356K Buy
1,732
+205
+13% +$45K 0.11% 101
2024
Q3 		$370K Buy
1,527
+206
+16% +$48.2K 0.12% 99
2024
Q2 		$290K Buy
1,321
+22
+2% +$4.78K 0.1% 106
2024
Q1 		$292K Buy
1,299
+17
+1% +$3.83K 0.11% 105
2023
Q4 		$282K Buy
+1,282
New +$271K 0.12% 82
2023
Q3 		– Sell
-1,244
Closed -$280K – 85
2023
Q2 		$280K Buy
1,244
+17
+1% +$3.4K 0.13% 79
2023
Q1 		$235K Sell
1,227
-8
-0.6% -$1.55K 0.12% 90
2022
Q4 		$228K Buy
1,235
+15
+1% +$2.64K 0.13% 85
2022
Q3 		$203K Buy
1,220
+117
+11% +$23.8K 0.14% 85
2022
Q2 		$227K Buy
+1,103
New +$249K 0.16% 81

Other funds holding STE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

Peterson Wealth Services's STE Position: Q3 2026 in Review

Peterson Wealth Services sold out of Steris (STE) in Q3 2026, closing a stake of 3 shares — an estimated $652 sold.

Peterson Wealth Services first reported a position in STE in Q2 2022 and held it in 16 quarters. The position peaked at $449K in Q4 2025. 280 funds tracked by Wall St. Rank hold STE as of Q3 2026.

  • Peterson Wealth Services reported no remaining Steris position as of Q3 2026 after selling out during the quarter.
  • Peterson Wealth Services sold 3 Steris shares in Q3 2026, an estimated $652.
  • Peterson Wealth Services first reported a position in Steris in Q2 2022 and held it in 16 quarters.
  • Peterson Wealth Services's Steris position peaked at $449K in Q4 2025.
  • 280 funds tracked by Wall St. Rank held Steris as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.