PWPS
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Pinnacle Wealth Planning Services’s Steris STE Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$668K Sell
3,021
-105
-3% -$25.7K 0.07% 164
2025
Q4 		$793K Sell
3,126
-290
-8% -$72.8K 0.08% 130
2025
Q3 		$845K Buy
+3,416
New +$818K 0.1% 121
2025
Q2 		– Sell
-1,388
Closed -$315K – 478
2025
Q1 		$315K Buy
1,388
+70
+5% +$15.4K 0.05% 247
2024
Q4 		$271K Sell
1,318
-76
-5% -$16.7K 0.04% 274
2024
Q3 		$338K Sell
1,394
-32
-2% -$7.48K 0.05% 268
2024
Q2 		$313K Sell
1,426
-45
-3% -$9.78K 0.04% 281
2024
Q1 		$331K Buy
1,471
+8
+0.5% +$1.8K 0.05% 271
2023
Q4 		$322K Sell
1,463
-3
-0.2% -$634 0.05% 254
2023
Q3 		$322K Buy
1,466
+3
+0.2% +$679 0.05% 241
2023
Q2 		$329K Sell
1,463
-103
-7% -$20.6K 0.05% 243
2023
Q1 		$300K Buy
1,566
+1
+0.1% +$193 0.05% 270
2022
Q4 		$289K Sell
1,565
-257
-14% -$45.2K 0.05% 269
2022
Q3 		$303K Sell
1,822
-15
-0.8% -$3.05K 0.06% 235
2022
Q2 		$379K Buy
1,837
+97
+6% +$21.9K 0.07% 196
2022
Q1 		$421K Sell
1,740
-21
-1% -$4.87K 0.08% 194
2021
Q4 		$429K Sell
1,761
-8
-0.5% -$1.83K 0.08% 187
2021
Q3 		$361K Sell
1,769
-9
-0.5% -$1.93K 0.08% 212
2021
Q2 		$366K Sell
1,778
-103
-5% -$20.7K 0.09% 196
2021
Q1 		$358K Buy
1,881
+161
+9% +$29.9K 0.09% 188
2020
Q4 		$326K Buy
1,720
+10
+0.6% +$1.87K 0.08% 179
2020
Q3 		$301K Sell
1,710
-1,011
-37% -$162K 0.1% 168
2020
Q2 		$418K Buy
2,721
+8
+0.3% +$1.22K 0.14% 125
2020
Q1 		$379K Buy
2,713
+188
+7% +$28.1K 0.18% 112
2019
Q4 		$384K Sell
2,525
-65
-3% -$9.53K 0.18% 121
2019
Q3 		$374K Sell
2,590
-165
-6% -$24.7K 0.2% 98
2019
Q2 		$411K Sell
2,755
-84
-3% -$11.2K 0.25% 78
2019
Q1 		$364K Buy
+2,839
New +$334K 0.24% 80

Other funds holding STE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
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
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

Pinnacle Wealth Planning Services's STE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Steris (STE) stake by 3.4% in Q1 2026, selling an estimated $25.7K and leaving 3,021 shares worth $668K. The position accounts for 0.07% of the portfolio, ranked #164.

Pinnacle Wealth Planning Services first reported a position in STE in Q1 2019 and has held it in 28 quarters since. The position peaked at $845K in Q3 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,021 shares of Steris worth $668K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 105 Steris shares in Q1 2026, an estimated $25.7K.
  • Steris made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #164 holding.
  • Pinnacle Wealth Planning Services first reported a position in Steris in Q1 2019 and has held it in 28 quarters since.
  • Pinnacle Wealth Planning Services's Steris position peaked at $845K in Q3 2025.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.