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 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

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

TIA

Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HIC

Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Peterson Wealth Services's STE Position: Q2 2026 in Review

Peterson Wealth Services reduced its Steris (STE) stake by 100% in Q2 2026, selling an estimated $272K and leaving 3 shares worth $652. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Peterson Wealth Services first reported a position in STE in Q2 2022 and has held it in 16 quarters since. The position peaked at $449K in Q4 2025. 285 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Peterson Wealth Services held 3 shares of Steris worth $652 as of Q2 2026.
Peterson Wealth Services sold 1,267 Steris shares in Q2 2026, an estimated $272K.
Steris made up ﹤0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #243 holding.
Peterson Wealth Services first reported a position in Steris in Q2 2022 and has held it in 16 quarters since.
Peterson Wealth Services's Steris position peaked at $449K in Q4 2025.
285 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.