Position in STE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$454,409
-$700,552 QoQ
Shares Held
2,158
-58.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#471
of 822 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in STE Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Lee Financial Co holds $1,562,072 across 2 Medical Devices names. STE ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
12,207 | $1,107,663 | |
| 2 | STE |
STERIS plc
This page
|
2,158 | $454,409 |
All Filings in STE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,409 | 2,158 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,154,961 | 5,223 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $1,467,626 | 5,789 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $1,612,071 | 6,515 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,579,686 | 6,576 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $1,354,913 | 5,978 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,389,379 | 6,759 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $1,533,336 | 6,322 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,332,826 | 6,071 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,234,261 | 5,490 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,047,804 | 4,766 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,046,413 | 4,769 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,129,399 | 5,020 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $960,225 | 5,020 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $811,712 | 4,395 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,810 | 59 | Shares | Other | 2022-11-02 | |
| 2022-06-30 | $13,193 | 64 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $19,099 | 79 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $19,229 | 79 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $16,138 | 79 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $16,297 | 79 | Shares | Other | 2021-08-04 | |
| 2021-03-31 | $15,047 | 79 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $14,973 | 79 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $13,919 | 79 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $14,576 | 95 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $16,096 | 115 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||