Principia Wealth Advisory’s Steris STE Stock Holding History

Principia Wealth Advisory’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	$2.11K	Buy	10 +4	+67%	+$858	﹤0.01%	575
2026 Q1	$1.33K	Buy	6 +1	+20%	+$245	﹤0.01%	630
2025 Q4	$1.27K	Buy	5 +1	+25%	+$251	﹤0.01%	600
2025 Q3	$990	Sell	4 -1	-20%	-$239	﹤0.01%	649
2025 Q2	$1.2K	Buy	5 +2	+67%	+$466	﹤0.01%	516
2025 Q1	$669	Buy	3 +2	+200%	+$440	﹤0.01%	499
2024 Q4	$206	Buy	+1	New	+$219	﹤0.01%	732

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

Principia Wealth Advisory's STE Position: Q2 2026 in Review

Principia Wealth Advisory increased its Steris (STE) stake by 67% in Q2 2026, buying an estimated $858 and bringing the position to 10 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Principia Wealth Advisory first reported a position in STE in Q4 2024 and has held it in 7 quarters since. 839 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Principia Wealth Advisory held 10 shares of Steris worth $2.11K as of Q2 2026.
Principia Wealth Advisory bought 4 Steris shares in Q2 2026, an estimated $858.
Steris made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #575 holding.
Principia Wealth Advisory first reported a position in Steris in Q4 2024 and has held it in 7 quarters since.
839 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.