STERIS plc
US ˙ NYSE

SecuritySTE / STERIS plc
InstitutionPhillips Wealth Planners LLC
Latest Disclosed Ownership3,171 shares
Latest Disclosed Value $ 640,066
Phillips Wealth Planners LLC reports 0.32% increase in ownership of STE / STERIS plc

On May 14, 2026 - Phillips Wealth Planners LLC filed a 13F-HR form disclosing ownership of 3,171 shares of STERIS plc (US:STE) valued at $701,203 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 3,161 shares of STERIS plc. This represents a change in shares of 0.32% during the quarter. The current value of the position is $673,362 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F STERIS SHS USD G8473T100 3,171 10 0.32 640 -22.42 0.4816
2026-02-10 2025-12-31 13F STERIS SHS USD G8473T100 3,161 -65 -2.01 826 6.31 0.6624
2025-11-07 2025-09-30 13F STERIS SHS USD G8473T100 3,226 147 4.77 776 8.38 0.6446
2025-07-11 2025-06-30 13F STERIS SHS USD G8473T100 3,079 181 6.25 716 11.88 0.6489
2025-04-23 2025-03-31 13F STERIS SHS USD G8473T100 2,898 379 15.05 641 23.55 0.6770
2025-01-17 2024-12-31 13F STERIS SHS USD G8473T100 2,519 7 0.28 518 -8.64 0.5175
2024-10-29 2024-09-30 13F STERIS SHS USD G8473T100 2,512 111 4.62 568 9.67 0.5438
2024-08-02 2024-06-30 13F STERIS SHS USD G8473T100 2,401 185 8.35 517 17.23 0.5451
2024-04-29 2024-03-31 13F STERIS SHS USD G8473T100 2,216 134 6.44 441 -3.92 0.5071
2024-02-12 2023-12-31 13F STERIS SHS USD G8473T100 2,082 117 5.95 459 7.75 0.5528
2023-10-30 2023-09-30 13F STERIS SHS USD G8473T100 1,965 78 4.13 426 0.47 0.5770
2023-07-26 2023-06-30 13F STERIS SHS USD G8473T100 1,887 113 6.37 425 24.71 0.5567
2023-05-15 2023-03-31 13F STERIS SHS USD G8473T100 1,774 1,774 341 0.4505
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.