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Strategic Wealth Partners’s Steris STE Stock Holding History

Strategic Wealth Partners’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 		$204K Sell
968
-661
-41% -$142K 0.01% 312
2026
Q1 		$360K Sell
1,629
-115
-7% -$28.1K 0.03% 230
2025
Q4 		$442K Sell
1,744
-720
-29% -$181K 0.03% 218
2025
Q3 		$610K Buy
2,464
+279
+13% +$66.8K 0.05% 204
2025
Q2 		$525K Buy
+2,185
New +$509K 0.04% 203
2024
Q4 		$821K Sell
3,744
-27,666
-88% -$6.07M 0.07% 162
2024
Q3 		$7.62M Buy
31,410
+1,219
+4% +$285K 0.73% 44
2024
Q2 		$6.63M Buy
30,191
+951
+3% +$207K 0.69% 49
2024
Q1 		$6.57M Buy
29,240
+2,434
+9% +$549K 0.72% 43
2023
Q4 		$5.89M Buy
26,806
+6,705
+33% +$1.42M 0.73% 41
2023
Q3 		$4.41M Buy
20,101
+1,368
+7% +$309K 0.58% 41
2023
Q2 		$4.21M Buy
18,733
+1,344
+8% +$269K 0.55% 46
2023
Q1 		$3.33M Buy
17,389
+3,046
+21% +$589K 0.51% 55
2022
Q4 		$2.65M Buy
14,343
+1,436
+11% +$252K 0.49% 60
2022
Q3 		$2.15M Buy
12,907
+5,971
+86% +$1.22M 0.46% 73
2022
Q2 		$1.43M Buy
6,936
+549
+9% +$124K 0.31% 99
2022
Q1 		$1.54M Sell
6,387
-67
-1% -$15.5K 0.3% 106
2021
Q4 		$1.57M Buy
6,454
+260
+4% +$59.4K 0.3% 108
2021
Q3 		$1.26M Buy
6,194
+49
+0.8% +$10.5K 0.37% 79
2021
Q2 		$1.27M Buy
6,145
+1,977
+47% +$398K 0.41% 64
2021
Q1 		$794K Buy
4,168
+1,250
+43% +$232K 0.32% 80
2020
Q4 		$553K Sell
2,918
-216
-7% -$40.3K 0.23% 108
2020
Q3 		$552K Sell
3,134
-256
-8% -$40.9K 0.28% 84
2020
Q2 		$520K Buy
+3,390
New +$516K 0.27% 90

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 Partners's STE Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Steris (STE) stake by 41% in Q2 2026, selling an estimated $142K and leaving 968 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #312.

Strategic Wealth Partners first reported a position in STE in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.62M in Q3 2024. 837 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Strategic Wealth Partners held 968 shares of Steris worth $204K as of Q2 2026.
  • Strategic Wealth Partners sold 661 Steris shares in Q2 2026, an estimated $142K.
  • Steris made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #312 holding.
  • Strategic Wealth Partners first reported a position in Steris in Q2 2020 and has held it in 24 quarters since.
  • Strategic Wealth Partners's Steris position peaked at $7.62M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.