STERIS plc
US ˙ NYSE

SecuritySTE / STERIS plc
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership2,735 shares
Latest Disclosed Value $ 604,802
EverSource Wealth Advisors, LLC reports 24.63% decrease in ownership of STE / STERIS plc

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 2,735 shares of STERIS plc (US:STE) valued at $604,791 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,629 shares of STERIS plc. This represents a change in shares of -24.63% during the quarter. The current value of the position is $580,476 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/A-1 STERIS PLC SHS USD Stock G8473T100 2,735 -894 -24.63 605 -34.35 0.0028
2026-05-14 2026-03-31 13F STERIS PLC SHS USD Stock G8473T100 13,948 10,319 375 0.0115
2026-02-06 2025-12-31 13F STERIS PLC SHS USD Stock G8473T100 3,629 650 21.82 920 24.83 0.0339
2025-11-10 2025-09-30 13F STERIS PLC SHS USD Stock G8473T100 2,979 989 49.70 737 54.51 0.0292
2025-08-13 2025-06-30 13F STERIS PLC SHS USD Stock G8473T100 1,990 492 32.84 478 40.71 0.0216
2025-05-13 2025-03-31 13F STERIS PLC SHS USD Stock G8473T100 1,498 381 34.11 340 48.03 0.0186
2025-02-10 2024-12-31 13F STERIS PLC SHS USD Stock G8473T100 1,117 330 41.93 230 20.53 0.0129
2024-11-08 2024-09-30 13F STERIS PLC SHS USD Stock G8473T100 787 204 34.99 191 36.69 0.0121
2024-08-13 2024-06-30 13F STERIS PLC SHS USD Stock G8473T100 583 181 45.02 139 69.51 0.0092
2024-06-11 2024-03-31 13F/A-1 STERIS PLC SHS USD Stock G8473T100 402 57 16.52 82 9.33 0.0065
2024-05-13 2024-03-31 13F STERIS PLC SHS USD Stock G8473T100 345 0 76 0.0027
2024-02-09 2023-12-31 13F STERIS PLC SHS USD Stock G8473T100 345 26 8.15 76 7.14 0.0069
2023-11-03 2023-09-30 13F STERIS PLC SHS USD Stock G8473T100 319 64 25.10 70 22.81 0.0074
2023-08-04 2023-06-30 13F STERIS PLC SHS USD Stock G8473T100 255 84 49.12 57 78.13 0.0063
2023-05-11 2023-03-31 13F STERIS PLC SHS USD Stock G8473T100 171 101 144.29 33 166.67 0.0041
2023-02-09 2022-12-31 13F STERIS PLC SHS USD Stock G8473T100 70 14 25.00 13 33.33 0.0020
2022-11-07 2022-09-30 13F STERIS PLC SHS USD Stock G8473T100 56 44 366.67 9 350.00 0.0021
2022-08-01 2022-06-30 13F STERIS PLC SHS USD Stock G8473T100 12 -4 -25.00 2 -50.00 0.0005
2022-05-25 2022-03-31 13F STERIS PLC SHS USD Stock G8473T100 16 0 0.00 4 0.00 0.0010
2022-02-17 2021-12-31 13F/A-1 STERIS PLC SHS USD Stock G8473T100 16 16 4 0.0011
2022-02-07 2021-12-31 13F STERIS PLC SHS USD Stock G8473T100 16 16 4 0.0011
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.