Wealth Enhancement Advisory Services
STE icon

Wealth Enhancement Advisory Services’s Steris STE Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.59M Buy
28,195
+8,658
+44% +$1.86M 0.01% 945
2026
Q1 		$4.03M Sell
19,537
-7,226
-27% -$1.77M 0.01% 1002
2025
Q4 		$6.97M Buy
26,763
+5,095
+24% +$1.28M 0.01% 856
2025
Q3 		$5.23M Buy
21,668
+11,175
+106% +$2.67M 0.01% 925
2025
Q2 		$2.49M Buy
10,493
+2,415
+30% +$562K ﹤0.01% 1245
2025
Q1 		$1.83M Buy
8,078
+801
+11% +$176K ﹤0.01% 1292
2024
Q4 		$1.5M Sell
7,277
-428
-6% -$93.9K ﹤0.01% 1320
2024
Q3 		$1.87M Buy
7,705
+1,904
+33% +$445K ﹤0.01% 1086
2024
Q2 		$1.27M Buy
5,801
+661
+13% +$144K ﹤0.01% 1168
2024
Q1 		$1.16M Buy
5,140
+663
+15% +$150K ﹤0.01% 1168
2023
Q4 		$984K Sell
4,477
-88
-2% -$18.6K ﹤0.01% 1183
2023
Q3 		$1M Buy
+4,565
New +$1.03M ﹤0.01% 1096

Other funds holding STE

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services's STE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Steris (STE) stake by 44% in Q2 2026, buying an estimated $1.86M and bringing the position to 28,195 shares worth $5.59M. The position accounts for 0.01% of the portfolio, ranked #945.

Wealth Enhancement Advisory Services first reported a position in STE in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.97M in Q4 2025. 145 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 28,195 shares of Steris worth $5.59M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,658 Steris shares in Q2 2026, an estimated $1.86M.
  • Steris made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #945 holding.
  • Wealth Enhancement Advisory Services first reported a position in Steris in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Steris position peaked at $6.97M in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.