WFA
STE icon

Wellspring Financial Advisors’s Steris STE Stock Holding History

Wellspring Financial Advisors’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 		$357K Buy
1,693
+83
+5% +$17.8K 0.02% 204
2026
Q1 		$356K Buy
1,610
+104
+7% +$25.4K 0.03% 200
2025
Q4 		$382K Buy
+1,506
New +$378K 0.03% 165

Other funds holding STE

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Wellspring Financial Advisors's STE Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Steris (STE) stake by 5.2% in Q2 2026, buying an estimated $17.8K and bringing the position to 1,693 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #204.

Wellspring Financial Advisors first reported a position in STE in Q4 2025 and has held it in 3 quarters since. The position peaked at $382K in Q4 2025. 179 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Wellspring Financial Advisors held 1,693 shares of Steris worth $357K as of Q2 2026.
  • Wellspring Financial Advisors bought 83 Steris shares in Q2 2026, an estimated $17.8K.
  • Steris made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #204 holding.
  • Wellspring Financial Advisors first reported a position in Steris in Q4 2025 and has held it in 3 quarters since.
  • Wellspring Financial Advisors's Steris position peaked at $382K in Q4 2025.
  • 179 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.