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Whipplewood Advisors’s Steris STE Stock Holding History

Whipplewood 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 		$1.69K Sell
8
-24
-75% -$5.15K ﹤0.01% 462
2026
Q1 		$7.08K Buy
+32
New +$7.83K ﹤0.01% 549
2025
Q3 		– Sell
-88
Closed -$21.1K – 1038
2025
Q2 		$21.1K Hold
88
– – 0.01% 451
2025
Q1 		$8.84K Buy
88
+46
+110% +$10.1K 0.01% 583
2024
Q4 		$8.63K Buy
+42
New +$9.21K ﹤0.01% 579

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

Whipplewood Advisors's STE Position: Q2 2026 in Review

Whipplewood Advisors reduced its Steris (STE) stake by 75% in Q2 2026, selling an estimated $5.15K and leaving 8 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Whipplewood Advisors first reported a position in STE in Q4 2024 and has held it in 5 quarters since. The position peaked at $21.1K in Q2 2025. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Whipplewood Advisors held 8 shares of Steris worth $1.69K as of Q2 2026.
  • Whipplewood Advisors sold 24 Steris shares in Q2 2026, an estimated $5.15K.
  • Steris made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #462 holding.
  • Whipplewood Advisors first reported a position in Steris in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Steris position peaked at $21.1K in Q2 2025.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.