PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in STE — STERIS plc
CIK 2145782
WALTHAM, MA
Position in STE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$32,006
-$1,605 QoQ
Shares Held
152
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#675
of 822 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $509,209 across 7 Medical Devices names. STE ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GMED |
Globus Medical Inc
|
2,163 | $170,898 | |
| 2 | MDT |
Medtronic plc
|
1,558 | $121,882 | |
| 3 | BSX |
Boston Scientific Corp
|
1,992 | $85,018 | |
| 4 | ABT |
Abbott Laboratories
|
667 | $60,523 | |
| 5 | SYK |
Stryker Corp
|
105 | $33,058 | |
| 6 | STE |
STERIS plc
This page
|
152 | $32,006 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
91 | $5,824 |
All Filings in STE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,006 | 152 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $33,611 | 152 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $38,535 | 152 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $37,610 | 152 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $36,513 | 152 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $34,224 | 151 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $31,039 | 151 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $36,623 | 151 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $32,931 | 150 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $33,723 | 150 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $32,977 | 150 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||