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Baker Avenue Asset Management’s Sotera Health SHC Stock Holding History

Baker Avenue Asset Management’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 		$212K Buy
+11,937
New +$188K ﹤0.01% 773
2026
Q1 		– Sell
-12,306
Closed -$217K – 776
2025
Q4 		$217K Buy
+12,306
New +$204K 0.01% 592
2023
Q1 		– Sell
-48
Closed -$400 – 1728
2022
Q4 		$400 Buy
+48
New +$358 ﹤0.01% 1438

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

Baker Avenue Asset Management's SHC Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in Sotera Health (SHC) in Q2 2026: 11,937 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #773 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in SHC as recently as Q4 2025.

Baker Avenue Asset Management first reported a position in SHC in Q4 2022 and has held it in 3 quarters since. The position peaked at $217K in Q4 2025. 320 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Baker Avenue Asset Management held 11,937 shares of Sotera Health worth $212K as of Q2 2026.
  • Sotera Health was a new Baker Avenue Asset Management position in Q2 2026.
  • Sotera Health made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #773 holding.
  • Baker Avenue Asset Management first reported a position in Sotera Health in Q4 2022 and has held it in 3 quarters since.
  • Baker Avenue Asset Management's Sotera Health position peaked at $217K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.