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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

STE holding history

STERIS plc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

STE overviewAll 13F holders of STEFull Q2 2026 holdings

Shares (Q2 2026)
39,177
Value
$8.25M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of STE by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,177$8.25M<0.1%+564+1.5%AddedHolders
Q1 202638,613$8.54M<0.1%−2,608−6.3%ReducedHolders
Q4 202541,221$10.5M<0.1%+9,704+30.8%AddedHolders
Q3 202531,517$7.80M<0.1%+13,505+75.0%AddedHolders
Q2 202518,012$4.33M<0.1%+1,471+8.9%AddedHolders
Q1 202516,541$3.75M<0.1%+7,007+73.5%AddedHolders
Q4 20249,534$1.96M<0.1%+515+5.7%AddedHolders
Q3 20249,019$2.19M<0.1%+126+1.4%AddedHolders
Q2 20248,893$1.95M<0.1%−249−2.7%ReducedHolders
Q1 20249,142$2.06M<0.1%+275+3.1%AddedHolders
Q4 20238,867$1.95M<0.1%+121+1.4%AddedHolders
Q3 20238,746$1.92M<0.1%+1,104+14.4%AddedHolders
Q2 20237,642$1.72M<0.1%+1,262+19.8%AddedHolders
Q1 20236,380$1.22M<0.1%+206+3.3%AddedHolders
Q4 20226,174$1.14M<0.1%+588+10.5%AddedHolders
Q3 20225,586$929.0K<0.1%+1,098+24.5%AddedHolders
Q2 20224,488$925.0K<0.1%+172+4.0%AddedHolders
Q1 20224,316$1.04M<0.1%−425−9.0%ReducedHolders
Q4 20214,741$1.15M<0.1%+346+7.9%AddedHolders
Q3 20214,395$898.0K<0.1%+115+2.7%AddedHolders
Q2 20214,280$883.0K<0.1%+227+5.6%AddedHolders
Q1 20214,053$772.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.