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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
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

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Root Financial Partners's STE Position: Q2 2026 in Review

Root Financial Partners sold out of Steris (STE) in Q2 2026, closing a stake of 247 shares — an estimated $54.6K sold.

Root Financial Partners first reported a position in STE in Q3 2025 and held it in 3 quarters. The position peaked at $54.6K in Q1 2026. 251 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Root Financial Partners reported no remaining Steris position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 247 Steris shares in Q2 2026, an estimated $54.6K.
  • Root Financial Partners first reported a position in Steris in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Steris position peaked at $54.6K in Q1 2026.
  • 251 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.