SWM
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Spire Wealth Management’s Steris STE Stock Holding History

Spire 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 		$32.9K Sell
156
-11
-7% -$2.36K ﹤0.01% 1291
2026
Q1 		$36.9K Sell
167
-7
-4% -$1.71K ﹤0.01% 1255
2025
Q4 		$44K Buy
174
+33
+23% +$8.29K ﹤0.01% 1221
2025
Q3 		$34.9K Hold
141
– – ﹤0.01% 1345
2025
Q2 		$33.9K Buy
141
+9
+7% +$2.1K ﹤0.01% 1337
2025
Q1 		$29.9K Sell
132
-6
-4% -$1.32K ﹤0.01% 1477
2024
Q4 		$28.4K Sell
138
-1
-0.7% -$219 ﹤0.01% 1500
2024
Q3 		$33.7K Sell
139
-137
-50% -$32K ﹤0.01% 1264
2024
Q2 		$60.6K Sell
276
-99
-26% -$21.5K ﹤0.01% 1050
2024
Q1 		$84.3K Buy
375
+172
+85% +$38.8K ﹤0.01% 1046
2023
Q4 		$45K Buy
203
+95
+88% +$20.1K ﹤0.01% 1238
2023
Q3 		$23.7K Buy
108
+1
+0.9% +$226 ﹤0.01% 1438
2023
Q2 		$24.1K Buy
107
+7
+7% +$1.4K ﹤0.01% 1514
2023
Q1 		$19.1K Hold
100
– – ﹤0.01% 1635
2022
Q4 		$18K Hold
100
– – ﹤0.01% 1416
2022
Q3 		$17K Sell
100
-26,866
-100% -$5.47M ﹤0.01% 1395
2022
Q2 		$5.56M Buy
26,966
+26,866
+26,866% +$6.06M 0.23% 112
2022
Q1 		$24K Sell
100
-14
-12% -$3.25K ﹤0.01% 1744
2021
Q4 		$28K Sell
114
-158
-58% -$36.1K ﹤0.01% 1996
2021
Q3 		$56K Buy
272
+3
+1% +$642 ﹤0.01% 1425
2021
Q2 		$56K Sell
269
-114
-30% -$23K ﹤0.01% 1438
2021
Q1 		$73K Buy
+383
New +$71.1K ﹤0.01% 1539

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 $3.37T AUM 44.26% 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

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

Spire Wealth Management reduced its Steris (STE) stake by 6.6% in Q2 2026, selling an estimated $2.36K and leaving 156 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Spire Wealth Management first reported a position in STE in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.56M in Q2 2022. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Spire Wealth Management held 156 shares of Steris worth $32.9K as of Q2 2026.
  • Spire Wealth Management sold 11 Steris shares in Q2 2026, an estimated $2.36K.
  • Steris made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1291 holding.
  • Spire Wealth Management first reported a position in Steris in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Steris position peaked at $5.56M in Q2 2022.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.