SWP
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Stratos Wealth Partners’s Steris STE Stock Holding History

Stratos 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
Q1 		$3.86M Sell
17,443
-679
-4% -$166K 0.04% 387
2025
Q4 		$4.59M Buy
18,122
+92
+0.5% +$23.1K 0.05% 344
2025
Q3 		$4.46M Buy
18,030
+697
+4% +$167K 0.05% 341
2025
Q2 		$4.16M Buy
17,333
+647
+4% +$151K 0.06% 323
2025
Q1 		$3.78M Buy
16,686
+730
+5% +$161K 0.06% 312
2024
Q4 		$3.28M Buy
15,956
+390
+3% +$85.6K 0.05% 348
2024
Q3 		$3.78M Buy
15,566
+959
+7% +$224K 0.05% 317
2024
Q2 		$3.21M Buy
14,607
+275
+2% +$59.7K 0.05% 335
2024
Q1 		$3.22M Buy
14,332
+532
+4% +$120K 0.05% 328
2023
Q4 		$3.03M Sell
13,800
-49
-0.4% -$10.4K 0.06% 318
2023
Q3 		$3.04M Buy
13,849
+530
+4% +$120K 0.07% 287
2023
Q2 		$3M Buy
13,319
+1,413
+12% +$283K 0.07% 279
2023
Q1 		$2.28M Buy
11,906
+154
+1% +$29.8K 0.06% 287
2022
Q4 		$2.17M Sell
11,752
-220
-2% -$38.7K 0.05% 331
2022
Q3 		$1.99M Sell
11,972
-943
-7% -$192K 0.06% 316
2022
Q2 		$2.66M Buy
12,915
+147
+1% +$33.1K 0.07% 265
2022
Q1 		$3.09M Buy
12,768
+287
+2% +$66.5K 0.07% 264
2021
Q4 		$3.04M Buy
12,481
+483
+4% +$110K 0.07% 269
2021
Q3 		$2.45M Buy
11,998
+446
+4% +$95.4K 0.06% 279
2021
Q2 		$2.38M Buy
11,552
+1,102
+11% +$222K 0.06% 289
2021
Q1 		$1.99M Buy
10,450
+551
+6% +$102K 0.06% 301
2020
Q4 		$1.88M Buy
9,899
+287
+3% +$53.6K 0.06% 282
2020
Q3 		$1.69M Hold
9,612
– – 0.06% 281
2020
Q2 		$1.48M Buy
9,612
+1,573
+20% +$240K 0.05% 308
2020
Q1 		$1.13M Sell
8,039
-2,293
-22% -$343K 0.05% 304
2019
Q4 		$1.57M Buy
10,332
+31
+0.3% +$4.54K 0.06% 290
2019
Q3 		$1.49M Sell
10,301
-23,345
-69% -$3.49M 0.06% 283
2019
Q2 		$5.01M Buy
33,646
+1,123
+3% +$150K 0.22% 96
2019
Q1 		$4.16M Sell
32,523
-413
-1% -$48.6K 0.19% 112
2018
Q4 		$3.52M Buy
32,936
+314
+1% +$35.1K 0.18% 123
2018
Q3 		$3.73M Buy
32,622
+951
+3% +$108K 0.17% 127
2018
Q2 		$3.33M Buy
31,671
+189
+0.6% +$19K 0.15% 147
2018
Q1 		$2.94M Sell
31,482
-100
-0.3% -$9.09K 0.12% 174
2017
Q4 		$2.76M Buy
31,582
+967
+3% +$86.3K 0.12% 174
2017
Q3 		$2.71M Sell
30,615
-11,137
-27% -$944K 0.13% 172
2017
Q2 		$3.4M Buy
41,752
+15,047
+56% +$1.14M 0.18% 129
2017
Q1 		$1.85M Buy
26,705
+3,603
+16% +$249K 0.1% 190
2016
Q4 		$1.56M Buy
23,102
+1,661
+8% +$113K 0.1% 199
2016
Q3 		$1.57M Buy
+21,441
New +$1.51M 0.11% 182
2016
Q2 		– Sell
-12,462
Closed -$885K – 663
2016
Q1 		$885K Buy
12,462
+9,349
+300% +$632K 0.08% 201
2015
Q4 		$235K Sell
3,113
-1,930
-38% -$139K 0.02% 486
2015
Q3 		$328K Buy
+5,043
New +$333K 0.04% 353
2015
Q2 		– Sell
-3,692
Closed -$256K – 608
2015
Q1 		$256K Buy
3,692
+186
+5% +$12.3K 0.03% 474
2014
Q4 		$227K Buy
+3,506
New +$217K 0.04% 410

Other funds holding STE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Stratos Wealth Partners's STE Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Steris (STE) stake by 3.7% in Q1 2026, selling an estimated $166K and leaving 17,443 shares worth $3.86M. The position accounts for 0.04% of the portfolio, ranked #387.

Stratos Wealth Partners first reported a position in STE in Q4 2014 and has held it in 44 quarters since. The position peaked at $5.01M in Q2 2019. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Stratos Wealth Partners held 17,443 shares of Steris worth $3.86M as of Q1 2026.
  • Stratos Wealth Partners sold 679 Steris shares in Q1 2026, an estimated $166K.
  • Steris made up 0.04% of Stratos Wealth Partners's portfolio in Q1 2026, its #387 holding.
  • Stratos Wealth Partners first reported a position in Steris in Q4 2014 and has held it in 44 quarters since.
  • Stratos Wealth Partners's Steris position peaked at $5.01M in Q2 2019.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.