Position in STE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$558,006
-$46,777 QoQ
Shares Held
2,650
-3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#451
of 827 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STE Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $5,750,535 across 83 Medical Devices names. STE ranks #4 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
15,711 | $1,425,610 | |
| 2 | SYK |
Stryker Corp
|
1,962 | $617,712 | |
| 3 | MDT |
Medtronic plc
|
7,246 | $566,850 | |
| 4 | STE |
STERIS plc
This page
|
2,650 | $558,006 | |
| 5 | BSX |
Boston Scientific Corp
|
9,651 | $411,898 | |
| 6 | EW |
Edwards Lifesciences Corp
|
3,308 | $299,236 | |
| 7 | DXCM |
Dexcom Inc
|
3,638 | $245,016 | |
| 8 | PODD |
Insulet Corp
|
1,508 | $229,590 |
All Filings in STE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,006 | 2,650 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $604,783 | 2,735 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $920,018 | 3,629 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $737,121 | 2,979 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $478,035 | 1,990 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $339,519 | 1,498 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $229,608 | 1,117 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $190,876 | 787 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $127,989 | 583 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $90,374 | 402 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $75,846 | 345 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $69,993 | 319 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $57,367 | 255 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $32,706 | 171 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,927 | 70 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,311 | 56 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,473 | 12 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,868 | 16 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $3,894 | 16 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||