Shakespeare Wealth Management’s Steris STE Stock Holding History

Shakespeare Wealth Management’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	$316K	Buy	1,499 +15	+1%	+$3.22K	0.08%	65
2026 Q1	$328K	Hold	1,484	–	–	0.08%	76
2025 Q4	$376K	Hold	1,484	–	–	0.08%	75
2025 Q3	$367K	Sell	1,484 -62	-4%	-$14.8K	0.08%	74
2025 Q2	$371K	Hold	1,546	–	–	0.1%	71
2025 Q1	$350K	Hold	1,546	–	–	0.09%	77
2024 Q4	$318K	Sell	1,546 -1	-0.1%	-$219	0.09%	76
2024 Q3	$375K	Buy	1,547 +1	+0.1%	+$234	0.1%	73
2024 Q2	$339K	Sell	1,546 -64	-4%	-$13.9K	0.1%	70
2024 Q1	$362K	Hold	1,610	–	–	0.11%	65
2023 Q4	$354K	Hold	1,610	–	–	0.11%	63
2023 Q3	$353K	Hold	1,610	–	–	0.12%	61
2023 Q2	$362K	Hold	1,610	–	–	0.12%	61
2023 Q1	$308K	Hold	1,610	–	–	0.11%	60
2022 Q4	$297K	Sell	1,610 -19	-1%	-$3.34K	0.11%	61
2022 Q3	$271K	Buy	1,629 +19	+1%	+$3.87K	0.11%	60
2022 Q2	$335K	Hold	1,610	–	–	0.14%	56
2022 Q1	$396K	Hold	1,610	–	–	0.14%	53
2021 Q4	$392K	Hold	1,610	–	–	0.14%	52
2021 Q3	$334K	Hold	1,610	–	–	0.13%	58
2021 Q2	$348K	Buy	+1,610	New	+$324K	0.13%	57

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 $3.37T AUM 44.26% 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

Shakespeare Wealth Management's STE Position: Q2 2026 in Review

Shakespeare Wealth Management increased its Steris (STE) stake by 1% in Q2 2026, buying an estimated $3.22K and bringing the position to 1,499 shares worth $316K. The position accounts for 0.08% of the portfolio, ranked #65.

Shakespeare Wealth Management first reported a position in STE in Q2 2021 and has held it in 21 quarters since. The position peaked at $396K in Q1 2022. 833 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Shakespeare Wealth Management held 1,499 shares of Steris worth $316K as of Q2 2026.
Shakespeare Wealth Management bought 15 Steris shares in Q2 2026, an estimated $3.22K.
Steris made up 0.08% of Shakespeare Wealth Management's portfolio in Q2 2026, its #65 holding.
Shakespeare Wealth Management first reported a position in Steris in Q2 2021 and has held it in 21 quarters since.
Shakespeare Wealth Management's Steris position peaked at $396K in Q1 2022.
833 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.