Position in STE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$360,220
-$81,918 QoQ
Shares Held
1,629
-6.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 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 Mar 31, 2026Strategic Wealth Partners, Ltd. holds $17,501,087 across 17 Medical Devices names. STE ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
134,845 | $11,684,319 | |
| 2 | ESTA |
Establishment Labs Holdings Inc.
|
58,057 | $3,296,476 | |
| 3 | SYK |
Stryker Corp
|
3,133 | $1,029,472 | |
| 4 | ABT |
Abbott Laboratories
|
6,694 | $687,272 | |
| 5 | STE |
STERIS plc
This page
|
1,629 | $360,220 | |
| 6 | EW |
Edwards Lifesciences Corp
|
3,303 | $264,504 | |
| 7 | BSX |
Boston Scientific Corp
|
885 | $55,533 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
686 | $48,829 |
All Filings in STE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $360,220 | 1,629 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $442,138 | 1,744 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $609,692 | 2,464 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $524,880 | 2,185 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $769,616 | 3,744 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,618,181 | 31,410 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $6,628,132 | 30,191 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $6,573,736 | 29,240 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $5,893,299 | 26,806 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $4,410,561 | 20,101 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $4,214,550 | 18,733 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $3,326,167 | 17,389 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,649,008 | 14,343 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $2,146,175 | 12,907 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $1,429,856 | 6,936 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $1,544,184 | 6,387 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $1,570,968 | 6,454 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,265,310 | 6,194 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,267,713 | 6,145 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $793,920 | 4,168 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $553,077 | 2,918 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $552,179 | 3,134 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $520,161 | 3,390 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||