Phillips Wealth Planners LLC

Position in STE — STERIS plc

CIK 1962628 STARKVILLE, MS

Position in STE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$435,037

-$266,166 QoQ

Shares Held

2,066

-34.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#481

of 822 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $2,880,432 across 6 Medical Devices names. STE ranks #3 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc	12,236	$957,222
2	ABT	Abbott Laboratories	8,398	$762,034
3	STE	STERIS plc This page	2,066	$435,037
4	SYK	Stryker Corp	843	$265,410
5	DXCM	Dexcom Inc	3,716	$250,272
6	SNN	Smith & Nephew PLC	7,305	$210,457

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$435,037	2,066	-34.8%	Shares	Sole	2026-08-07
2026-03-31	$701,203	3,171	+0.3%	Shares	Sole	2026-05-14
2025-12-31	$801,376	3,161	-2.0%	Shares	Defined	2026-02-10
2025-09-30	$798,241	3,226	+4.8%	Shares	Defined	2025-11-07
2025-06-30	$739,637	3,079	+6.2%	Shares	Defined	2025-07-11
2025-03-31	$656,831	2,898	+15.0%	Shares	Defined	2025-04-23
2024-12-31	$517,805	2,519	+0.3%	Shares	Defined	2025-01-17
2024-09-30	$609,260	2,512	+4.6%	Shares	Defined	2024-10-29
2024-06-30	$527,115	2,401	+8.3%	Shares	Sole	2024-08-02
2024-03-31	$498,201	2,216	+6.4%	Shares	Defined	2024-04-29
2023-12-31	$457,727	2,082	+6.0%	Shares	Defined	2024-02-12
2023-09-30	$431,160	1,965	+4.1%	Shares	Defined	2023-10-30
2023-06-30	$424,537	1,887	+6.4%	Shares	Defined	2023-07-26
2023-03-31	$339,330	1,774	—	Shares	Defined	2023-05-15
No filing history on record for this holder in this stock.