WAG
STE icon

Wilkerson Advisory Group’s Steris STE Stock Holding History

Wilkerson Advisory 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 		$14.1K Sell
67
-21
-24% -$4.5K ﹤0.01% 373
2026
Q1 		$19.5K Sell
88
-2,123
-96% -$519K 0.01% 308
2025
Q4 		$561K Buy
+2,211
New +$555K 0.2% 54

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

Wilkerson Advisory Group's STE Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Steris (STE) stake by 24% in Q2 2026, selling an estimated $4.5K and leaving 67 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Wilkerson Advisory Group first reported a position in STE in Q4 2025 and has held it in 3 quarters since. The position peaked at $561K in Q4 2025. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Wilkerson Advisory Group held 67 shares of Steris worth $14.1K as of Q2 2026.
  • Wilkerson Advisory Group sold 21 Steris shares in Q2 2026, an estimated $4.5K.
  • Steris made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #373 holding.
  • Wilkerson Advisory Group first reported a position in Steris in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Steris position peaked at $561K in Q4 2025.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.