Position in STE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$592,543
-$23,746 QoQ
Shares Held
2,814
+1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#439
of 822 holders
Holding Since
Sep 2022
6 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, 2026Outlook Wealth Advisors, LLC holds $814,583 across 2 Medical Devices names. STE ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STE |
STERIS plc
This page
|
2,814 | $592,543 | |
| 2 | ABT |
Abbott Laboratories
|
2,447 | $222,040 |
All Filings in STE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,543 | 2,814 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $616,289 | 2,787 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $730,391 | 2,881 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $714,359 | 2,887 | Shares | Sole | 2025-10-30 | |
| 2022-12-31 | $689,632 | 3,734 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $619,891 | 3,728 | Shares | Sole | 2022-10-25 | |
| No filing history on record for this holder in this stock. | ||||||