Wedmont Private Capital’s Steris STE Stock Holding History

Wedmont Private Capital’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 Q3	$266K	Buy	1,264 +293	+30%	+$65K	0.01%	824
2026 Q2	$210K	Sell	971 -227	-19%	-$48.7K	0.01%	900
2026 Q1	$270K	Sell	1,198 -220	-16%	-$53.8K	0.01%	704
2025 Q4	$368K	Buy	1,418 +296	+26%	+$74.3K	0.01%	580
2025 Q3	$271K	Sell	1,122 -56	-5%	-$13.4K	0.01%	648
2025 Q2	$272K	Buy	1,178 +86	+8%	+$20K	0.01%	608
2025 Q1	$241K	Buy	+1,092	New	+$240K	0.01%	581
2024 Q4	–	Sell	-946	Closed	-$214K	–	732
2024 Q3	$214K	Buy	+946	New	+$221K	0.01%	615

Other funds holding STE

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wedmont Private Capital's STE Position: Q3 2026 in Review

Wedmont Private Capital increased its Steris (STE) stake by 30% in Q3 2026, buying an estimated $65K and bringing the position to 1,264 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #824.

Wedmont Private Capital first reported a position in STE in Q3 2024 and has held it in 8 quarters since. The position peaked at $368K in Q4 2025. 23 funds tracked by Wall St. Rank hold STE as of Q3 2026.

Wedmont Private Capital held 1,264 shares of Steris worth $266K as of Q3 2026.
Wedmont Private Capital bought 293 Steris shares in Q3 2026, an estimated $65K.
Steris made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #824 holding.
Wedmont Private Capital first reported a position in Steris in Q3 2024 and has held it in 8 quarters since.
Wedmont Private Capital's Steris position peaked at $368K in Q4 2025.
23 funds tracked by Wall St. Rank held Steris as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.