SWM
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SHP Wealth Management’s Steris STE Stock Holding History

SHP 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 		$1.9K Buy
9
+2
+29% +$429 ﹤0.01% 1417
2026
Q1 		$1.55K Buy
+7
New +$1.71K ﹤0.01% 1351

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Steris (STE) stake by 29% in Q2 2026, buying an estimated $429 and bringing the position to 9 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

SHP Wealth Management first reported a position in STE in Q1 2026 and has held it in 2 quarters since. 839 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • SHP Wealth Management held 9 shares of Steris worth $1.9K as of Q2 2026.
  • SHP Wealth Management bought 2 Steris shares in Q2 2026, an estimated $429.
  • Steris made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1417 holding.
  • SHP Wealth Management first reported a position in Steris in Q1 2026 and has held it in 2 quarters since.
  • 839 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.