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Action Point Financial Planning’s Sotera Health SHC Stock Holding History

Action Point Financial Planning’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
Q2 		$2.43K Buy
+140
New +$2.21K ﹤0.01% 2166

Other funds holding SHC

SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Action Point Financial Planning's SHC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Sotera Health (SHC) in Q2 2026: 140 shares worth $2.43K. The stake represents ﹤0.01% of the portfolio and ranks #2166 among its holdings.

316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Action Point Financial Planning held 140 shares of Sotera Health worth $2.43K as of Q2 2026.
  • Sotera Health was a new Action Point Financial Planning position in Q2 2026.
  • Sotera Health made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2166 holding.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.