Bank of Montreal
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Bank of Montreal’s Sotera Health SHC Stock Holding History

Bank of Montreal’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 		$398K Buy
22,416
+804
+4% +$12.7K ﹤0.01% 2597
2026
Q1 		$310K Buy
21,612
+4,150
+24% +$68.9K ﹤0.01% 2662
2025
Q4 		$308K Buy
17,462
+1,985
+13% +$32.8K ﹤0.01% 2575
2025
Q3 		$243K Buy
15,477
+1,105
+8% +$15.5K ﹤0.01% 2658
2025
Q2 		$160K Sell
14,372
-930
-6% -$10.9K ﹤0.01% 2868
2025
Q1 		$178K Sell
15,302
-2,882
-16% -$37.1K ﹤0.01% 2768
2024
Q4 		$249K Buy
18,184
+1,740
+11% +$25.2K ﹤0.01% 2648
2024
Q3 		$276K Buy
16,444
+3,311
+25% +$48.4K ﹤0.01% 2833
2024
Q2 		$157K Buy
13,133
+1,247
+10% +$14.2K ﹤0.01% 3094
2024
Q1 		$144K Buy
+11,886
New +$177K ﹤0.01% 3182
2023
Q4 		– Sell
-174,487
Closed -$2.72M – 4266
2023
Q3 		$2.72M Sell
174,487
-771,780
-82% -$13M ﹤0.01% 1552
2023
Q2 		$17.9M Buy
946,267
+468,000
+98% +$7.44M 0.01% 780
2023
Q1 		$8.58M Buy
478,267
+278,500
+139% +$4.65M ﹤0.01% 998
2022
Q4 		$1.83M Buy
199,767
+18,158
+10% +$136K ﹤0.01% 1828
2022
Q3 		$3.1K Buy
181,609
+77,709
+75% +$1.29M ﹤0.01% 1602
2022
Q2 		$2.14K Sell
103,900
-187,240
-64% -$3.92M ﹤0.01% 1863
2022
Q1 		$6.44M Buy
291,140
+176,400
+154% +$3.74M ﹤0.01% 1361
2021
Q4 		$2.7M Buy
+114,740
New +$2.75M ﹤0.01% 1456
2021
Q2 		– Sell
-98
Closed -$3K – 4756
2021
Q1 		$3K Buy
+98
New +$2.59K ﹤0.01% 4841

Other funds holding SHC

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
JTL
Jupiter Topco LLC New York $245B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return

Bank of Montreal's SHC Position: Q2 2026 in Review

Bank of Montreal increased its Sotera Health (SHC) stake by 3.7% in Q2 2026, buying an estimated $12.7K and bringing the position to 22,416 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #2597.

Bank of Montreal first reported a position in SHC in Q1 2021 and has held it in 19 quarters since. The position peaked at $17.9M in Q2 2023. 298 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Bank of Montreal held 22,416 shares of Sotera Health worth $398K as of Q2 2026.
  • Bank of Montreal bought 804 Sotera Health shares in Q2 2026, an estimated $12.7K.
  • Sotera Health made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2597 holding.
  • Bank of Montreal first reported a position in Sotera Health in Q1 2021 and has held it in 19 quarters since.
  • Bank of Montreal's Sotera Health position peaked at $17.9M in Q2 2023.
  • 298 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.