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Phoenix Financial’s Steris STE Stock Holding History

Phoenix Financial’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 		$219K Buy
1,038
+125
+14% +$26.8K ﹤0.01% 493
2026
Q1 		$202K Buy
+913
New +$223K ﹤0.01% 464
2022
Q1 		– Sell
-912
Closed -$223K – 447
2021
Q4 		$223K Sell
912
-195
-18% -$44.6K ﹤0.01% 358
2021
Q3 		$231K Buy
+1,107
New +$237K ﹤0.01% 383
2021
Q2 		– Sell
-1,101
Closed -$209K – 406
2021
Q1 		$209K Buy
+1,101
New +$204K ﹤0.01% 387

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

Phoenix Financial's STE Position: Q2 2026 in Review

Phoenix Financial increased its Steris (STE) stake by 14% in Q2 2026, buying an estimated $26.8K and bringing the position to 1,038 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Phoenix Financial first reported a position in STE in Q1 2021 and has held it in 5 quarters since. The position peaked at $231K in Q3 2021. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Phoenix Financial held 1,038 shares of Steris worth $219K as of Q2 2026.
  • Phoenix Financial bought 125 Steris shares in Q2 2026, an estimated $26.8K.
  • Steris made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #493 holding.
  • Phoenix Financial first reported a position in Steris in Q1 2021 and has held it in 5 quarters since.
  • Phoenix Financial's Steris position peaked at $231K in Q3 2021.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.