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Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

STE holding history

STERIS plc in every 13F filed by Bartlett & Co. Wealth Management LLC, 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)
795
Value
$167.4K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of STE by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026795$167.4K<0.1%−399−33.4%ReducedHolders
Q1 20261,194$253.4K<0.1%+1+0.1%AddedHolders
Q4 20251,193$302.4K<0.1%00.0%UnchangedHolders
Q3 20251,193$295.2K<0.1%00.0%UnchangedHolders
Q2 20251,193$286.6K<0.1%00.0%UnchangedHolders
Q1 20251,193$270.4K<0.1%+1+0.1%AddedHolders
Q4 20241,192$245.0K<0.1%00.0%UnchangedHolders
Q3 20241,192$289.1K<0.1%00.0%UnchangedHolders
Q2 20241,192$261.7K<0.1%−176−12.9%ReducedHolders
Q1 20241,368$307.6K<0.1%+1+0.1%AddedHolders
Q4 20231,367$303.1K<0.1%+1,000+272.5%AddedHolders
Q3 2023367$80.5K<0.1%00.0%UnchangedHolders
Q2 2023367$82.6K<0.1%00.0%UnchangedHolders
Q1 2023367$70.2K<0.1%00.0%UnchangedHolders
Q4 2022367$67.8K<0.1%+6+1.7%AddedHolders
Q3 2022361$114.7K<0.1%−213−37.1%ReducedHolders
Q2 2022574$118.3K<0.1%+124+27.6%AddedHolders
Q1 2022450$92.8K<0.1%+450NewHolders
Q4 20210$00.0%−507−100.0%Sold outHolders
Q3 2021507$103.6K<0.1%+7+1.4%AddedHolders
Q2 2021500$103.2K<0.1%−400−44.4%ReducedHolders
Q1 2021900$171.4K<0.1%––Holders

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