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United Financial Planning Group’s Steris STE Stock Holding History

United Financial Planning 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 		$4.63K Buy
+22
New +$4.72K ﹤0.01% 387

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

United Financial Planning Group's STE Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Steris (STE) in Q2 2026: 22 shares worth $4.63K. The stake represents ﹤0.01% of the portfolio and ranks #387 among its holdings.

830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • United Financial Planning Group held 22 shares of Steris worth $4.63K as of Q2 2026.
  • Steris was a new United Financial Planning Group position in Q2 2026.
  • Steris made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #387 holding.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.