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Sage Private Wealth Group’s Steris STE Stock Holding History

Sage Private Wealth 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 		$484K Buy
2,297
+49
+2% +$10.5K 0.22% 57
2026
Q1 		$497K Buy
2,248
+326
+17% +$79.7K 0.25% 50
2025
Q4 		$487K Buy
1,922
+64
+3% +$16.1K 0.26% 55
2025
Q3 		$460K Buy
1,858
+75
+4% +$18K 0.26% 55
2025
Q2 		$428K Buy
1,783
+93
+6% +$21.7K 0.27% 50
2025
Q1 		$383K Buy
1,690
+153
+10% +$33.7K 0.29% 56
2024
Q4 		$316K Buy
1,537
+61
+4% +$13.4K 0.24% 63
2024
Q3 		$358K Sell
1,476
-35
-2% -$8.19K 0.28% 61
2024
Q2 		$332K Buy
1,511
+397
+36% +$86.2K 0.28% 58
2024
Q1 		$251K Buy
+1,114
New +$251K 0.2% 72
2022
Q4 		– Sell
-691
Closed -$115K – 163
2022
Q3 		$115K Hold
691
– – 0.15% 65
2022
Q2 		$142K Buy
691
+142
+26% +$32K 0.2% 58
2022
Q1 		$133K Buy
549
+64
+13% +$14.8K 0.13% 63
2021
Q4 		$118K Hold
485
– – 0.15% 60
2021
Q3 		$99K Hold
485
– – 0.14% 61
2021
Q2 		$100K Sell
485
-38
-7% -$7.65K 0.14% 66
2021
Q1 		$100K Buy
523
+57
+12% +$10.6K 0.17% 66
2020
Q4 		$88K Buy
+466
New +$87K 0.25% 61

Other funds holding STE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Sage Private Wealth Group increased its Steris (STE) stake by 2.2% in Q2 2026, buying an estimated $10.5K and bringing the position to 2,297 shares worth $484K. The position accounts for 0.22% of the portfolio, ranked #57.

Sage Private Wealth Group first reported a position in STE in Q4 2020 and has held it in 18 quarters since. The position peaked at $497K in Q1 2026. 508 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Sage Private Wealth Group held 2,297 shares of Steris worth $484K as of Q2 2026.
  • Sage Private Wealth Group bought 49 Steris shares in Q2 2026, an estimated $10.5K.
  • Steris made up 0.22% of Sage Private Wealth Group's portfolio in Q2 2026, its #57 holding.
  • Sage Private Wealth Group first reported a position in Steris in Q4 2020 and has held it in 18 quarters since.
  • Sage Private Wealth Group's Steris position peaked at $497K in Q1 2026.
  • 508 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.