Position in STE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$926,534
-$208,982 QoQ
Shares Held
4,190
-6.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 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 Mar 31, 2026Integrated Wealth Concepts LLC holds $19,848,120 across 18 Medical Devices names. STE ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
38,564 | $3,959,365 | |
| 2 | MDT |
Medtronic plc
|
40,716 | $3,528,041 | |
| 3 | SYK |
Stryker Corp
|
10,498 | $3,449,537 | |
| 4 | BSX |
Boston Scientific Corp
|
30,412 | $1,908,353 | |
| 5 | PODD |
Insulet Corp
|
6,102 | $1,280,443 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
17,843 | $1,270,064 | |
| 7 | EW |
Edwards Lifesciences Corp
|
13,844 | $1,108,627 | |
| 8 | STE |
STERIS plc
This page
|
4,190 | $926,534 |
All Filings in STE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $926,534 | 4,190 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,135,516 | 4,479 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $592,618 | 2,395 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $396,122 | 1,649 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $262,234 | 1,157 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $295,595 | 1,438 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $398,735 | 1,644 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $374,754 | 1,707 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $383,318 | 1,705 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $373,525 | 1,699 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $423,480 | 1,930 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $410,588 | 1,825 | Shares | Other | 2023-08-15 | |
| 2022-03-31 | $231,615 | 958 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $228,805 | 940 | Shares | Other | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||