Position in STE
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$4,320,216
-$2,464,739 QoQ
Shares Held
19,537
-27.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 1.9655013564006758.ToString("F0")%
Shared 0.ToString("F0")%
None 98.03449864359932.ToString("F0")%
Common Shares in STE Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $292,456,726 across 40 Medical Devices names. STE ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,203,269 | $123,539,628 | |
| 2 | MDT |
Medtronic plc
|
763,139 | $66,125,994 | |
| 3 | SYK |
Stryker Corp
|
137,419 | $45,154,509 | |
| 4 | BSX |
Boston Scientific Corp
|
179,724 | $11,277,681 | |
| 5 | EW |
Edwards Lifesciences Corp
|
88,840 | $7,114,307 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
68,719 | $6,213,571 | |
| 7 | DXCM |
Dexcom Inc
|
74,730 | $4,693,044 | |
| 8 | STE |
STERIS plc
This page
|
19,537 | $4,320,216 |
All Filings in STE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,320,216 | 19,537 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,784,955 | 26,763 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,361,529 | 21,668 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,520,628 | 10,493 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,830,878 | 8,078 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,495,860 | 7,277 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,868,770 | 7,705 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,273,551 | 5,801 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,155,574 | 5,140 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $984,268 | 4,477 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,001,652 | 4,565 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||