Phillips Wealth Planners’s Steris STE Stock Holding History

Phillips Wealth Planners’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 Q1	$640K	Buy	3,171 +10	+0.3%	+$2.45K	0.48%	61
2025 Q4	$826K	Sell	3,161 -65	-2%	-$16.3K	0.66%	46
2025 Q3	$776K	Buy	3,226 +147	+5%	+$35.2K	0.64%	43
2025 Q2	$716K	Buy	3,079 +181	+6%	+$42.1K	0.65%	46
2025 Q1	$641K	Buy	2,898 +379	+15%	+$83.4K	0.68%	46
2024 Q4	$518K	Buy	2,519 +7	+0.3%	+$1.54K	0.52%	61
2024 Q3	$568K	Buy	2,512 +111	+5%	+$26K	0.54%	56
2024 Q2	$517K	Buy	2,401 +185	+8%	+$40.2K	0.55%	61
2024 Q1	$441K	Buy	2,216 +134	+6%	+$30.2K	0.51%	67
2023 Q4	$459K	Buy	2,082 +117	+6%	+$24.7K	0.55%	57
2023 Q3	$426K	Buy	1,965 +78	+4%	+$17.6K	0.58%	58
2023 Q2	$425K	Buy	1,887 +113	+6%	+$22.6K	0.56%	64
2023 Q1	$341K	Buy	+1,774	New	+$343K	0.45%	86

Other funds holding STE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Phillips Wealth Planners's STE Position: Q1 2026 in Review

Phillips Wealth Planners increased its Steris (STE) stake by 0.32% in Q1 2026, buying an estimated $2.45K and bringing the position to 3,171 shares worth $640K. The position accounts for 0.48% of the portfolio, ranked #61.

Phillips Wealth Planners first reported a position in STE in Q1 2023 and has held it in 13 quarters since. The position peaked at $826K in Q4 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

Phillips Wealth Planners held 3,171 shares of Steris worth $640K as of Q1 2026.
Phillips Wealth Planners bought 10 Steris shares in Q1 2026, an estimated $2.45K.
Steris made up 0.48% of Phillips Wealth Planners's portfolio in Q1 2026, its #61 holding.
Phillips Wealth Planners first reported a position in Steris in Q1 2023 and has held it in 13 quarters since.
Phillips Wealth Planners's Steris position peaked at $826K in Q4 2025.
838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.