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Bare Financial Services’s Sotera Health SHC Stock Holding History

Bare Financial Services’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 		$5.08K Buy
286
+95
+50% +$1.5K ﹤0.01% 846
2026
Q1 		$2.74K Buy
191
+95
+99% +$1.58K ﹤0.01% 874
2025
Q4 		$1.69K Buy
96
+31
+48% +$513 ﹤0.01% 918
2025
Q3 		$1.02K Sell
65
-43
-40% -$604 ﹤0.01% 1017
2025
Q2 		$1.2K Buy
+108
New +$1.26K ﹤0.01% 862

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

Bare Financial Services's SHC Position: Q2 2026 in Review

Bare Financial Services increased its Sotera Health (SHC) stake by 50% in Q2 2026, buying an estimated $1.5K and bringing the position to 286 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Bare Financial Services first reported a position in SHC in Q2 2025 and has held it in 5 quarters since. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Bare Financial Services held 286 shares of Sotera Health worth $5.08K as of Q2 2026.
  • Bare Financial Services bought 95 Sotera Health shares in Q2 2026, an estimated $1.5K.
  • Sotera Health made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #846 holding.
  • Bare Financial Services first reported a position in Sotera Health in Q2 2025 and has held it in 5 quarters since.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.