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Strategic Wealth Investment Group’s Steris STE Stock Holding History

Strategic Wealth Investment 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 		– Sell
-1,198
Closed -$265K – 109
2026
Q1 		$265K Sell
1,198
-408
-25% -$99.8K 0.03% 84
2025
Q4 		$407K Sell
1,606
-667
-29% -$168K 0.05% 74
2025
Q3 		$562K Buy
2,273
+2,235
+5,882% +$535K 0.05% 81
2025
Q2 		$9.13K Buy
+38
New +$8.85K 0.01% 93
2025
Q1 		– Sell
-4,432
Closed -$911K – 103
2024
Q4 		$911K Sell
4,432
-235
-5% -$51.6K 0.1% 75
2024
Q3 		$1.1M Buy
4,667
+275
+6% +$64.3K 0.12% 72
2024
Q2 		$960K Buy
+4,392
New +$954K 0.12% 71

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

Strategic Wealth Investment Group's STE Position: Q2 2026 in Review

Strategic Wealth Investment Group sold out of Steris (STE) in Q2 2026, closing a stake of 1,198 shares — an estimated $265K sold.

Strategic Wealth Investment Group first reported a position in STE in Q2 2024 and held it in 7 quarters. The position peaked at $1.1M in Q3 2024. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Strategic Wealth Investment Group reported no remaining Steris position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 1,198 Steris shares in Q2 2026, an estimated $265K.
  • Strategic Wealth Investment Group first reported a position in Steris in Q2 2024 and held it in 7 quarters.
  • Strategic Wealth Investment Group's Steris position peaked at $1.1M in Q3 2024.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.