Planning Strategies Inc.’s Steris STE Stock Holding History

Planning Strategies Inc.’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	Buy	+8	New	+$1.72K	﹤0.01%	635

Other funds holding STE

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.3B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Planning Strategies Inc.'s STE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Steris (STE) in Q2 2026: 8 shares worth $1.69K. The stake represents ﹤0.01% of the portfolio and ranks #635 among its holdings.

251 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Planning Strategies Inc. held 8 shares of Steris worth $1.69K as of Q2 2026.
Steris was a new Planning Strategies Inc. position in Q2 2026.
Steris made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #635 holding.
251 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.