# Western Wealth Management LLC

Type: Company

Source: Finance Intelligence Brief — https://getfinancebrief.com/entity/western-wealth-management-llc
Canonical HTML page: https://getfinancebrief.com/entity/western-wealth-management-llc

## Timeline

- **2026-08-14**: STE trading level — STERIS shares opened at $232.88, within a 52-week range of $195.14 to $269.44.
- **2026-06-02**: 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.
- **2026-06**: 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).
- **2026-03**: 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.
- **2025-12**: 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.

## Recent coverage (1 stories)

### Goldman Sachs Ups STERIS 32.3% as Institutions Own 94.69%
2026-08-17 02:11:06 · Sentiment: Neutral · Impact: 5/10 · Sources: 2

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.
Full story: https://getfinancebrief.com/story/steris-13f-accumulation-goldman-institutional-ownership

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