Venturi Wealth Management, LLC

Position in STE — STERIS plc

CIK 1666363 AUSTIN, TX

Position in STE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$450,408

+$60,114 QoQ

Shares Held

2,139

+21.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#473

of 822 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 14% Shared 86% None 0%

Healthcare · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $3,968,180 across 8 Medical Devices names. STE ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	15,680	$1,422,802
2	PHG	Koninklijke Philips NV	18,007	$489,610
3	STE	STERIS plc This page	2,139	$450,408
4	SYK	Stryker Corp	1,384	$435,737
5	BSX	Boston Scientific Corp	8,239	$351,640
6	EW	Edwards Lifesciences Corp	3,586	$324,388
7	GMED	Globus Medical Inc	3,767	$297,630
8	MDT	Medtronic plc	2,505	$195,965

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$450,408	2,139	+21.2%	Shares	Sole	2026-07-20
2026-03-31	$390,294	1,765	-7.9%	Shares	Other	2026-04-21
2025-12-31	$485,744	1,916	-19.1%	Shares	Sole	2026-01-22
2025-09-30	$585,690	2,367	-2.1%	Shares	Sole	2025-10-23
2025-06-30	$581,092	2,419	-26.9%	Shares	Other	2025-07-23
2025-03-31	$749,757	3,308	+1.0%	Shares	Sole	2025-05-06
2024-12-31	$673,414	3,276	+78.3%	Shares	Sole	2025-01-31
2024-09-30	$445,545	1,837	+45.4%	Shares	Sole	2024-11-04
2024-06-30	$277,278	1,263	+169.9%	Shares	Sole	2024-07-19
2024-03-31	$105,215	468	+4.9%	Shares	Sole	2024-04-23
2023-12-31	$98,053	446	+0.7%	Shares	Sole	2024-01-23
2023-09-30	$97,203	443	+2.3%	Shares	Sole	2023-11-02
2023-03-31	$82,824	433	—	Shares	Sole	2023-05-02
No filing history on record for this holder in this stock.