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Steris Plc Ord equities shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Steris Plc Ord equities (STE) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Steris Plc Ord equities

Tip: Access up to 7 years of quarterly data

All positions including Steris Plc Ord equities held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Steris Plc Ord equities by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $135k 544 247.44

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Global X Uranium Etf Etf (URA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)

View all positions for Heartwood Wealth Advisors

Top funds holding Steris Plc Ord equities

Vanguard Group
BlackRock
Massachusetts Financial Services
State Street Corporation
Morgan Stanley
Generation Investment Management
Geode Capital Management
Orbis Allan Gray
Select Equity
Mitsubishi UFJ Asset Management
Henderson Group
APG All Pensions Group NV
Invesco
Franklin Resources
Ubs Global Asset Management Americas

View all funds holding Steris Plc Ord equities