SAGE PRIVATE WEALTH GROUP, LLC

Position in STE — STERIS plc

CIK 1845635 OAKBROOK TERRACE, IL

Position in STE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$483,679

-$13,421 QoQ

Shares Held

2,297

+2.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#461

of 822 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

SAGE PRIVATE WEALTH GROUP, LLC holds $847,870 across 2 Medical Devices names. STE ranks #1 (57.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	STE	STERIS plc This page	2,297	$483,679
2	EW	Edwards Lifesciences Corp	4,026	$364,191

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$483,679	2,297	+2.2%	Shares	Sole	2026-08-06
2026-03-31	$497,100	2,248	+17.0%	Shares	Sole	2026-05-01
2025-12-31	$487,265	1,922	+3.4%	Shares	Sole	2026-01-28
2025-09-30	$459,743	1,858	+4.2%	Shares	Sole	2025-10-27
2025-06-30	$428,312	1,783	+5.5%	Shares	Sole	2025-07-29
2025-03-31	$383,038	1,690	+10.0%	Shares	Sole	2025-05-02
2024-12-31	$315,945	1,537	+4.1%	Shares	Sole	2025-01-29
2024-09-30	$357,989	1,476	-2.3%	Shares	Sole	2025-01-29
2024-06-30	$331,724	1,511	+35.6%	Shares	Sole	2025-01-29
2024-03-31	$250,449	1,114	+61.2%	Shares	Sole	2025-01-29
2022-09-30	$114,899	691	0.0%	Shares	Sole	2022-11-08
2022-06-30	$142,449	691	+25.9%	Shares	Sole	2022-08-01
2022-03-31	$132,731	549	+13.2%	Shares	Sole	2022-05-13
2021-12-31	$118,053	485	0.0%	Shares	Sole	2022-01-24
2021-09-30	$99,075	485	0.0%	Shares	Sole	2021-11-02
2021-06-30	$100,055	485	-7.3%	Shares	Sole	2021-08-16
2021-03-31	$99,621	523	+12.2%	Shares	Sole	2021-05-18
2020-12-31	$88,325	466	—	Shares	Sole	2021-03-02
No filing history on record for this holder in this stock.