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Private Wealth Management Group’s Steris STE Stock Holding History

Private Wealth Management Group’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 		$5.9K Hold
28
– – ﹤0.01% 784
2026
Q1 		$6.19K Sell
28
-20
-42% -$4.89K ﹤0.01% 690
2025
Q4 		$12.2K Sell
48
-1
-2% -$251 ﹤0.01% 458
2025
Q3 		$12.1K Sell
49
-8
-14% -$1.92K ﹤0.01% 458
2025
Q2 		$13.7K Buy
57
+13
+30% +$3.03K ﹤0.01% 400
2025
Q1 		$9.97K Buy
44
+28
+175% +$6.16K ﹤0.01% 473
2024
Q4 		$3.29K Hold
16
– – ﹤0.01% 910
2024
Q3 		$3.88K Hold
16
– – ﹤0.01% 825
2024
Q2 		$3.51K Sell
16
-15
-48% -$3.26K ﹤0.01% 856
2024
Q1 		$6.97K Hold
31
– – ﹤0.01% 515
2023
Q4 		$6.82K Buy
+31
New +$6.56K ﹤0.01% 516

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

Private Wealth Management Group's STE Position: Q2 2026 in Review

Private Wealth Management Group held its Steris (STE) position steady in Q2 2026 at 28 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Private Wealth Management Group first reported a position in STE in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.7K in Q2 2025. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Private Wealth Management Group held 28 shares of Steris worth $5.9K as of Q2 2026.
  • Private Wealth Management Group left its Steris share count unchanged in Q2 2026.
  • Steris made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #784 holding.
  • Private Wealth Management Group first reported a position in Steris in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Steris position peaked at $13.7K in Q2 2025.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.