True Wealth Design’s Steris STE Stock Holding History

True Wealth Design’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	$67.4K	Buy	320 +118	+58%	+$25.3K	0.02%	379
2026 Q1	$44.7K	Sell	202 -81	-29%	-$19.8K	0.01%	437
2025 Q4	$71.7K	Buy	283 +18	+7%	+$4.52K	0.02%	243
2025 Q3	$65.6K	Buy	265 +248	+1,459%	+$59.4K	0.02%	263
2025 Q2	$4.08K	Buy	17 +2	+13%	+$466	﹤0.01%	885
2025 Q1	$3.4K	Buy	15 +9	+150%	+$1.98K	﹤0.01%	808
2024 Q4	$1.23K	Buy	6 +1	+20%	+$219	﹤0.01%	873
2024 Q3	$1.21K	Buy	5 +1	+25%	+$234	﹤0.01%	929
2024 Q2	$879	Buy	4 +1	+33%	+$217	﹤0.01%	536
2024 Q1	$675	Buy	3 +1	+50%	+$226	﹤0.01%	556
2023 Q4	$440	Hold	2	–	–	﹤0.01%	497
2023 Q3	$439	Hold	2	–	–	﹤0.01%	450
2023 Q2	$450	Sell	2 -2	-50%	-$400	﹤0.01%	470
2023 Q1	$766	Buy	4 +2	+100%	+$387	﹤0.01%	441
2022 Q4	$369	Buy	+2	New	+$352	﹤0.01%	536

Other funds holding STE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

True Wealth Design's STE Position: Q2 2026 in Review

True Wealth Design increased its Steris (STE) stake by 58% in Q2 2026, buying an estimated $25.3K and bringing the position to 320 shares worth $67.4K. The position accounts for 0.02% of the portfolio, ranked #379.

True Wealth Design first reported a position in STE in Q4 2022 and has held it in 15 quarters since. The position peaked at $71.7K in Q4 2025. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

True Wealth Design held 320 shares of Steris worth $67.4K as of Q2 2026.
True Wealth Design bought 118 Steris shares in Q2 2026, an estimated $25.3K.
Steris made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #379 holding.
True Wealth Design first reported a position in Steris in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Steris position peaked at $71.7K in Q4 2025.
830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.