Plante Moran Financial Advisors’s Steris STE Stock Holding History

Plante Moran Financial 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	$211	Buy	+1	New	+$214	﹤0.01%	1444
2024 Q4	–	Sell	-455	Closed	-$110K	–	982
2024 Q3	$110K	Buy	+455	New	+$106K	0.01%	266
2023 Q1	–	Sell	-138	Closed	-$25.5K	–	897
2022 Q4	$25.5K	Sell	138 -83	-38%	-$14.6K	﹤0.01%	421
2022 Q3	$37K	Buy	221 +214	+3,057%	+$43.5K	0.01%	353
2022 Q2	$1K	Buy	+7	New	+$1.58K	﹤0.01%	943
2021 Q1	–	Sell	-1,004	Closed	-$190K	–	1119
2020 Q4	$190K	Sell	1,004 -23	-2%	-$4.29K	0.06%	176
2020 Q3	$181K	Buy	1,027 +1,000	+3,704%	+$160K	0.06%	168
2020 Q2	$4K	Hold	27	–	–	﹤0.01%	621
2020 Q1	$4K	Hold	27	–	–	﹤0.01%	604
2019 Q4	$4K	Hold	27	–	–	﹤0.01%	641
2019 Q3	$4K	Buy	+27	New	+$4.03K	﹤0.01%	720

Other funds holding STE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

Plante Moran Financial Advisors's STE Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Steris (STE) in Q2 2026: 1 share worth $211. The stake represents ﹤0.01% of the portfolio and ranks #1444 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in STE as recently as Q3 2024.

Plante Moran Financial Advisors first reported a position in STE in Q3 2019 and has held it in 11 quarters since. The position peaked at $190K in Q4 2020. 839 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Plante Moran Financial Advisors held 1 share of Steris worth $211 as of Q2 2026.
Steris was a new Plante Moran Financial Advisors position in Q2 2026.
Steris made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1444 holding.
Plante Moran Financial Advisors first reported a position in Steris in Q3 2019 and has held it in 11 quarters since.
Plante Moran Financial Advisors's Steris position peaked at $190K in Q4 2020.
839 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.