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SHC icon

Allworth Financial’s Sotera Health SHC Stock Holding History

Allworth Financial’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 		$262K Buy
14,755
+7,218
+96% +$114K ﹤0.01% 1330
2026
Q1 		$108K Buy
7,537
+4,512
+149% +$74.9K ﹤0.01% 1790
2025
Q4 		$53.4K Buy
3,025
+2,729
+922% +$45.1K ﹤0.01% 2152
2025
Q3 		$4.66K Buy
296
+149
+101% +$2.09K ﹤0.01% 3596
2025
Q2 		$1.64K Sell
147
-11
-7% -$129 ﹤0.01% 3793
2025
Q1 		$1.79K Sell
158
-1,610
-91% -$20.7K ﹤0.01% 3257
2024
Q4 		$24K Sell
1,768
-106
-6% -$1.54K ﹤0.01% 1981
2024
Q3 		$31.3K Sell
1,874
-41
-2% -$599 ﹤0.01% 1633
2024
Q2 		$25.1K Buy
1,915
+1,646
+612% +$18.8K ﹤0.01% 1739
2024
Q1 		$3.23K Sell
269
-8
-3% -$119 ﹤0.01% 2601
2023
Q4 		$4.67K Buy
277
+11
+4% +$156 ﹤0.01% 2301
2023
Q3 		$3.98K Buy
266
+166
+166% +$2.8K ﹤0.01% 2218
2023
Q2 		$1.88K Hold
100
– – ﹤0.01% 2510
2023
Q1 		$1.79K Sell
100
-14
-12% -$234 ﹤0.01% 2451
2022
Q4 		$950 Buy
+114
New +$851 ﹤0.01% 2492
2022
Q3 		– Sell
-3,350
Closed -$66K – 3064
2022
Q2 		$66K Sell
3,350
-150
-4% -$3.14K ﹤0.01% 821
2022
Q1 		$76K Buy
3,500
+350
+11% +$7.42K ﹤0.01% 786
2021
Q4 		$74K Buy
3,150
+1,800
+133% +$43.1K ﹤0.01% 753
2021
Q3 		$35K Buy
+1,350
New +$32.7K ﹤0.01% 876

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

Allworth Financial's SHC Position: Q2 2026 in Review

Allworth Financial increased its Sotera Health (SHC) stake by 96% in Q2 2026, buying an estimated $114K and bringing the position to 14,755 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Allworth Financial first reported a position in SHC in Q3 2021 and has held it in 19 quarters since. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Allworth Financial held 14,755 shares of Sotera Health worth $262K as of Q2 2026.
  • Allworth Financial bought 7,218 Sotera Health shares in Q2 2026, an estimated $114K.
  • Sotera Health made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1330 holding.
  • Allworth Financial first reported a position in Sotera Health in Q3 2021 and has held it in 19 quarters since.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.