True Wealth Design, LLC

Position in STE — STERIS plc

CIK 1966033 AKRON, OH

Position in STE

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$67,382

+$22,714 QoQ

Shares Held

320

+58.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#116

of 178 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

True Wealth Design, LLC holds $972,344 across 68 Medical Devices names. STE ranks #5 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	1,435	$130,211
2	BSX	Boston Scientific Corp	2,891	$123,387
3	PODD	Insulet Corp	796	$121,191
4	MDT	Medtronic plc	1,416	$110,773
5	STE	STERIS plc This page	320	$67,382
6	DXCM	Dexcom Inc	983	$66,205
7	BRKR	Bruker Corp	665	$40,019
8	EW	Edwards Lifesciences Corp	398	$36,003

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,382	320	+58.4%	Shares	Sole	2026-07-16
2026-03-31	$44,668	202	-28.6%	Shares	Sole	2026-04-13
2025-12-31	$71,746	283	+6.8%	Shares	Sole	2026-01-08
2025-09-30	$65,571	265	+1458.8%	Shares	Sole	2025-10-21
2025-06-30	$4,083	17	+13.3%	Shares	Sole	2025-08-06
2025-03-31	$3,399	15	+150.0%	Shares	Sole	2025-05-13
2024-12-31	$1,233	6	+20.0%	Shares	Sole	2025-02-14
2024-09-30	$1,212	5	+25.0%	Shares	Sole	2024-11-14
2024-06-30	$878	4	+33.3%	Shares	Sole	2024-08-14
2024-03-31	$674	3	+50.0%	Shares	Sole	2024-05-14
2023-12-31	$439	2	0.0%	Shares	Sole	2024-02-14
2023-09-30	$438	2	0.0%	Shares	Sole	2023-11-13
2023-06-30	$449	2	-50.0%	Shares	Sole	2023-08-14
2023-03-31	$765	4	+100.0%	Shares	Sole	2023-05-12
2022-12-31	$369	2	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.