Root Financial Partners
STE icon

Root Financial Partners’s Steris STE Stock Holding History

Root Financial Partners’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
Q3 		$90.5K Buy
+431
New +$95.7K ﹤0.01% 781
2026
Q2 		– Sell
-247
Closed -$54.6K – 2818
2026
Q1 		$54.6K Buy
247
+58
+31% +$14.2K ﹤0.01% 840
2025
Q4 		$47.9K Buy
189
+30
+19% +$7.53K ﹤0.01% 735
2025
Q3 		$39.3K Buy
+159
New +$38.1K ﹤0.01% 764

Other funds holding STE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Locust Wood Capital Advisers
Locust Wood Capital Advisers New York $4.43B AUM 19.95% 1-Year Est. Return

Root Financial Partners's STE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Steris (STE) in Q3 2026: 431 shares worth $90.5K. The stake represents ﹤0.01% of the portfolio and ranks #781 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in STE as recently as Q1 2026.

Root Financial Partners first reported a position in STE in Q3 2025 and has held it in 4 quarters since. 473 funds tracked by Wall St. Rank hold STE as of Q3 2026.

  • Root Financial Partners held 431 shares of Steris worth $90.5K as of Q3 2026.
  • Steris was a new Root Financial Partners position in Q3 2026.
  • Steris made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #781 holding.
  • Root Financial Partners first reported a position in Steris in Q3 2025 and has held it in 4 quarters since.
  • 473 funds tracked by Wall St. Rank held Steris as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.