STERIS plc
US ˙ NYSE

SecuritySTE / STERIS plc
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership3,021 shares
Latest Disclosed Value $ 668,034
Pinnacle Wealth Planning Services, Inc. reports 3.36% decrease in ownership of STE / STERIS plc

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 3,021 shares of STERIS plc (US:STE) valued at $668,034 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,126 shares of STERIS plc. This represents a change in shares of -3.36% during the quarter. The current value of the position is $641,381 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)
2026-05-11 2026-03-31 13F STERIS SHS USD G8473T100 3,021 -105 -3.36 668 -15.66 0.0690
2026-02-13 2025-12-31 13F STERIS SHS USD G8473T100 3,126 -290 -8.49 793 -6.27 0.0827
2025-11-13 2025-09-30 13F STERIS PLC F SHS USD G8473T100 3,416 3,416 845 0.0990
2025-08-11 2025-06-30 13F STERIS PLC F COM G8473T100 0 -1,388 -100.00 0 -100.00
2025-05-15 2025-03-31 13F STERIS PLC F COM G8473T100 1,388 70 5.31 315 16.30 0.0473
2025-02-27 2024-12-31 13F/A-1 STERIS PLC F SHS USD G8473T100 1,318 -76 -5.45 271 -20.12 0.0407
2025-02-06 2024-12-31 13F STERIS PLC F SHS USD G8473T100 1,318 -76 271 0.0378
2024-11-13 2024-09-30 13F STERIS Stock G8473T100 1,394 -32 -2.24 338 7.99 0.0459
2024-08-09 2024-06-30 13F STERIS Stock G8473T100 1,426 -45 -3.06 313 -5.15 0.0447
2024-05-10 2024-03-31 13F STERIS Stock G8473T100 1,471 8 0.55 331 2.80 0.0485
2024-02-08 2023-12-31 13F STERIS Stock G8473T100 1,463 -3 -0.20 322 0.00 0.0505
2023-11-08 2023-09-30 13F STERIS Stock G8473T100 1,466 3 0.21 322 -2.43 0.0530
2023-08-07 2023-06-30 13F STERIS Stock G8473T100 1,463 -103 -6.58 329 10.03 0.0532
2023-05-03 2023-03-31 13F STERIS Stock G8473T100 1,566 1 0.06 300 3.46 0.0498
2023-02-13 2022-12-31 13F STERIS Stock G8473T100 1,565 -257 -14.11 289 -4.62 0.0514
2022-11-09 2022-09-30 13F STERIS Stock G8473T100 1,822 -15 -0.82 303 -20.05 0.0560
2022-08-03 2022-06-30 13F STERIS Stock G8473T100 1,837 97 5.57 379 -9.98 0.0681
2022-04-20 2022-03-31 13F STERIS Stock G8473T100 1,740 -21 -1.19 421 -1.86 0.0767
2022-01-21 2021-12-31 13F STERIS Stock G8473T100 1,761 -8 -0.45 429 18.84 0.0838
2021-10-29 2021-09-30 13F STERIS Stock G8473T100 1,769 -9 -0.51 361 -1.37 0.0798
2021-08-02 2021-06-30 13F STERIS Stock G8473T100 1,778 -103 -5.48 366 2.23 0.0851
2021-04-29 2021-03-31 13F STERIS Stock G8473T100 1,881 161 9.36 358 9.82 0.0918
2021-02-12 2020-12-31 13F STERIS Stock G8473T100 1,720 10 0.58 326 8.31 0.0779
2020-11-03 2020-09-30 13F STERIS Stock G8473T100 1,710 -1,011 -37.16 301 -27.99 0.0994
2020-07-27 2020-06-30 13F STERIS Stock G8473T100 2,721 8 0.29 418 10.29 0.1358
2020-05-11 2020-03-31 13F STERIS Stock G8473T100 2,713 188 7.45 379 -1.30 0.1800
2020-02-07 2019-12-31 13F STERIS Stock G8473T100 2,525 -65 -2.51 384 2.67 0.1806
2019-10-31 2019-09-30 13F STERIS Stock G8473T100 2,590 -165 -5.99 374 -9.00 0.2036
2019-08-06 2019-06-30 13F STERIS Stock G8473T100 2,755 -84 -2.96 411 12.91 0.2480
2019-05-08 2019-03-31 13F STERIS Stock G8473T100 2,839 2,839 364 0.2443
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.