SPL
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Superior Planning, LLC’s Sotera Health SHC Stock Holding History

Superior Planning, LLC’s Portfolio SHC Stock Details SHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$536 Buy
+29
New +$535 ﹤0.01% 1881

Other funds holding SHC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Superior Planning, LLC's SHC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Sotera Health (SHC) in Q3 2026: 29 shares worth $536. The stake represents ﹤0.01% of the portfolio and ranks #1881 among its holdings.

209 funds tracked by Wall St. Rank hold SHC as of Q3 2026.

  • Superior Planning, LLC held 29 shares of Sotera Health worth $536 as of Q3 2026.
  • Sotera Health was a new Superior Planning, LLC position in Q3 2026.
  • Sotera Health made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1881 holding.
  • 209 funds tracked by Wall St. Rank held Sotera Health as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.