Position in STE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$315,644
-$12,512 QoQ
Shares Held
1,499
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#542
of 822 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STE Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Shakespeare Wealth Management, LLC holds $315,644 across 1 Medical Devices name. STE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STE |
STERIS plc
This page
|
1,499 | $315,644 |
All Filings in STE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,644 | 1,499 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $328,156 | 1,484 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $376,223 | 1,484 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $367,200 | 1,484 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $371,380 | 1,546 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $350,400 | 1,546 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $317,795 | 1,546 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $375,209 | 1,547 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $339,408 | 1,546 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $361,960 | 1,610 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $353,958 | 1,610 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $353,266 | 1,610 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $362,217 | 1,610 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $307,960 | 1,610 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $297,350 | 1,610 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $270,870 | 1,629 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $331,901 | 1,610 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $389,249 | 1,610 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $391,890 | 1,610 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $328,890 | 1,610 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $332,143 | 1,610 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||