Strategic Wealth Designers
- SEC CIK
- 0001802365
- Latest filing
- Aug 4, 2026
STE holding history
STERIS plc in every 13F filed by Strategic Wealth Designers, 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)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −1,198−100.0% | Sold out | Holders |
| Q1 2026 | 1,198 | $264.9K | <0.1% | −408−25.4% | Reduced | Holders |
| Q4 2025 | 1,606 | $407.2K | 0.1% | −667−29.3% | Reduced | Holders |
| Q3 2025 | 2,273 | $562.4K | <0.1% | +2,235+5,881.6% | Added | Holders |
| Q2 2025 | 38 | $9.13K | <0.1% | +38 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −4,432−100.0% | Sold out | Holders |
| Q4 2024 | 4,432 | $911.0K | 0.1% | −235−5.0% | Reduced | Holders |
| Q3 2024 | 4,667 | $1.10M | 0.1% | +275+6.3% | Added | Holders |
| Q2 2024 | 4,392 | $959.8K | 0.1% | – | No prior filing | Holders |