STERIS plc
US ˙ NYSE

SecuritySTE / STERIS plc
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership3,696 shares
Latest Disclosed Value $ 817,296
Evercore Wealth Management, LLC ownership in STE / STERIS plc

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 3,696 shares of STERIS plc (US:STE) valued at $817,296 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,696 shares of STERIS plc. This represents a change in shares of 0.00% during the quarter. The current value of the position is $776,862 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)
2026-05-15 2026-03-31 13F STERIS SHS USD G8473T100 3,696 0 0.00 817 -12.81 0.0129
2026-02-17 2025-12-31 13F STERIS SHS USD G8473T100 3,696 0 0.00 937 2.52 0.0137
2025-11-14 2025-09-30 13F STERIS SHS USD G8473T100 3,696 0 0.00 915 3.04 0.0134
2025-08-14 2025-06-30 13F STERIS SHS USD G8473T100 3,696 0 0.00 888 5.97 0.0138
2025-05-15 2025-03-31 13F STERIS SHS USD G8473T100 3,696 0 0.00 838 10.28 0.0135
2025-02-14 2024-12-31 13F STERIS SHS USD G8473T100 3,696 0 0.00 760 -15.29 0.0114
2024-11-14 2024-09-30 13F STERIS SHS USD G8473T100 3,696 0 0.00 896 10.48 0.0134
2024-08-14 2024-06-30 13F STERIS SHS USD G8473T100 3,696 0 0.00 811 -2.29 0.0128
2024-05-15 2024-03-31 13F STERIS SHS USD G8473T100 3,696 0 0.00 831 2.22 0.0130
2024-02-14 2023-12-31 13F STERIS SHS USD G8473T100 3,696 0 0.00 813 0.25 0.0136
2023-11-14 2023-09-30 13F STERIS SHS USD G8473T100 3,696 0 0.00 811 -2.53 0.0152
2023-08-04 2023-06-30 13F STERIS SHS USD G8473T100 3,696 0 0.00 832 17.71 0.0153
2023-05-15 2023-03-31 13F STERIS SHS USD G8473T100 3,696 -3 -0.08 707 3.37 0.0141
2023-02-14 2022-12-31 13F STERIS SHS USD G8473T100 3,699 -148 -3.85 683 6.72 0.0143
2022-11-14 2022-09-30 13F STERIS SHS USD G8473T100 3,847 -14 -0.36 640 -19.60 0.0144
2022-08-15 2022-06-30 13F STERIS SHS USD G8473T100 3,861 0 0.00 796 -14.68 0.0168
2022-05-16 2022-03-31 13F STERIS SHS USD G8473T100 3,861 151 4.07 933 3.32 0.0165
2022-02-14 2021-12-31 13F STERIS SHS USD G8473T100 3,710 -4 -0.11 903 18.97 0.0147
2021-11-15 2021-09-30 13F STERIS SHS USD G8473T100 3,714 -1,733 -31.82 759 -32.47 0.0137
2021-08-16 2021-06-30 13F STERIS SHS USD G8473T100 5,447 1,733 46.66 1,124 58.98 0.0206
2021-05-17 2021-03-31 13F STERIS SHS USD G8473T100 3,714 0 0.00 707 0.43 0.0140
2021-02-16 2020-12-31 13F STERIS SHS USD G8473T100 3,714 -301 -7.50 704 -0.42 0.0152
2020-11-16 2020-09-30 13F STERIS SHS USD G8473T100 4,015 -320 -7.38 707 6.32 0.0173
2020-08-13 2020-06-30 13F STERIS SHS USD G8473T100 4,335 20 0.46 665 10.10 0.0178
2020-05-14 2020-03-31 13F STERIS SHS USD G8473T100 4,315 -4 -0.09 604 -8.21 0.0199
2020-02-13 2019-12-31 13F STERIS SHS USD G8473T100 4,319 19 0.44 658 5.96 0.0177
2019-11-14 2019-09-30 13F STERIS SHS USD G8473T100 4,300 -22 -0.51 621 -3.42 0.0182
2019-08-13 2019-06-30 13F STERIS SHS USD G8473T100 4,322 0 0.00 643 16.27 0.0195
2019-05-14 2019-03-31 13F STERIS SHS USD G8473T100 4,322 1,822 72.88 553 107.12 0.0178
2019-02-13 2018-12-31 13F STERIS SHS USD G84720104 2,500 0 0.00 267 -6.64 0.0101
2018-11-13 2018-09-30 13F STERIS SHS USD G84720104 2,500 0 0.00 286 8.75 0.0091
2018-08-14 2018-06-30 13F STERIS SHS USD G84720104 2,500 2,500 263 0.0090
2015-11-16 2015-09-30 13F STERIS COM 859152100 0 -200 -100.00 0 -100.00
2015-08-06 2015-06-30 13F STERIS COM 859152100 200 200 13 0.0006
2014-08-14 2014-06-30 13F STERIS COM 859152100 0 -2,000 -100.00 0 -100.00
2014-05-15 2014-03-31 13F STERIS COM 859152100 2,000 2,000 96 0.0054
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.