PWP
STE icon

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
Q2 		$445K Sell
2,066
-1,105
-35% -$237K 0.33% 97
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
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
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

Phillips Wealth Planners's STE Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Steris (STE) stake by 35% in Q2 2026, selling an estimated $237K and leaving 2,066 shares worth $445K. The position accounts for 0.33% of the portfolio, ranked #97.

Phillips Wealth Planners first reported a position in STE in Q1 2023 and has held it in 14 quarters since. The position peaked at $826K in Q4 2025. 835 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Phillips Wealth Planners held 2,066 shares of Steris worth $445K as of Q2 2026.
  • Phillips Wealth Planners sold 1,105 Steris shares in Q2 2026, an estimated $237K.
  • Steris made up 0.33% of Phillips Wealth Planners's portfolio in Q2 2026, its #97 holding.
  • Phillips Wealth Planners first reported a position in Steris in Q1 2023 and has held it in 14 quarters since.
  • Phillips Wealth Planners's Steris position peaked at $826K in Q4 2025.
  • 835 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.