Physician Wealth Advisors’s Steris STE Stock Holding History

Physician Wealth Advisors’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	$5.69K	Buy	27 +5	+23%	+$1.07K	﹤0.01%	1038
2026 Q1	$4.87K	Buy	22 +4	+22%	+$978	﹤0.01%	1015
2025 Q4	$4.56K	Buy	18 +6	+50%	+$1.51K	﹤0.01%	997
2025 Q3	$2.97K	Buy	12 +4	+50%	+$957	﹤0.01%	1071
2025 Q2	$1.92K	Buy	+8	New	+$1.86K	﹤0.01%	1061

Other funds holding STE

FAM

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

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

CAM

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

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

CCM

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Physician Wealth Advisors's STE Position: Q2 2026 in Review

Physician Wealth Advisors increased its Steris (STE) stake by 23% in Q2 2026, buying an estimated $1.07K and bringing the position to 27 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Physician Wealth Advisors first reported a position in STE in Q2 2025 and has held it in 5 quarters since. 108 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Physician Wealth Advisors held 27 shares of Steris worth $5.69K as of Q2 2026.
Physician Wealth Advisors bought 5 Steris shares in Q2 2026, an estimated $1.07K.
Steris made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1038 holding.
Physician Wealth Advisors first reported a position in Steris in Q2 2025 and has held it in 5 quarters since.
108 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.