Finance entity
All 3 tracked stories fall under one category: markets. Of the tracked stories, 1 of 3 also mention Activest Wealth Management, the most common co-covered peer. The 14-day window averages about 1.5 stories each week. At 5, the average consequence score sits below the same-window beat average of 5.7.
Last mentioned: Aug 30, 2026
Entity pulse
Figures are computed live from our source-verified story record — see our methodology for how impact and sentiment are derived.
All 3 tracked stories fall under one category: markets. Of the tracked stories, 1 of 3 also mention Activest Wealth Management, the most common co-covered peer. The 14-day window averages about 1.5 stories each week. At 5, the average consequence score sits below the same-window beat average of 5.7. Each story carries 2 original sources on average, compared with 2.2 for the broader beat in this window. This profile follows 3 Finance stories mentioning Measured Wealth Private Client Group LLC across the period from August 17, 2026 to August 30, 2026.
Computed from the 3 stories linked to this entity, with beat comparisons drawn from all 262 Finance stories published in the same date window. Shares are omitted below five stories and comparisons below a twenty-story baseline.
Coverage cohort
Other entities that clear the same relevance threshold in stories also covering Measured Wealth Private Client Group LLC. Shared-story counts are live from our verified record — not editorial picks.
STE trading level
STERIS shares opened at $232.88, within a 52-week range of $195.14 to $269.44.
Director Breeden insider sale
STERIS director Richard C. Breeden sold 1,481 shares at an average price of $209.51, totaling $310,284.31 — a 3.66% reduction leaving 38,964 shares directly owned.
Q2 2026 new positions
Stoneridge Investment Partners initiated a new 4,497-share stake valued at $1,027,000. Elevation Wealth Partners raised its stake 1,130% to 123 shares ($26,000).
Q1 2026 institutional accumulation
Goldman Sachs lifted its position 32.3% to 242,732 shares ($55.0M). Jane Street increased 38.9% to 20,716 shares ($4.7M). Woodline Partners grew 40.0% to 8,300 shares ($1.88M). Jones Financial raised 46.1%. Empowered Funds added 16.1%. Geneos Wealth grew 416.0%. Western Wealth opened a new $25,000 stake.
Q4 2025 13F filings
Activest Wealth Management raised its STERIS stake 423.8% to 110 shares ($28,000), and Measured Wealth Private Client Group opened a new position valued at about $28,000.
New Mexico Educational Retirement Board added 4,200 ServiceNow shares in Q2 2026, lifting its position to $5.16 million as institutional investors now control 87.18% of NOW stock. The disclosure adds to a pattern of professional accumulation in large-cap enterprise software.
Source: Daily Political · Zolmax
Meeder Advisory Services disclosed a new $2.68 million Boeing position in Q2 2026, part of a wave of small institutional buys. With 64.82% institutional ownership and a $176.18 billion market cap, BA trades near its 50-day moving average after a mixed Q2 earnings report.
Source: Zolmax · Markets Daily
STERIS plc's latest 13F disclosures show a broad institutional accumulation wave: Goldman Sachs raised its stake 32.3% to 242,732 shares ($55M) in Q1, and Stoneridge Investment Partners opened a new $1.03M position in Q2. With 94.69% of the float owned by institutions and a director selling $310K of stock in June, the signals are mixed. Conservative leverage (debt-to-equity 0.23) and a 1.35 quick ratio support the long case.
Source: tickerreport.com · dailypolitical.com
Measured Wealth Private Client Group LLC is linked from 3 stories on this site, each scored at or above our 35% relevance threshold — see how these pages are built.
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