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Basecamp Wealth Advisors’s Sotera Health SHC Stock Holding History

Basecamp Wealth Advisors’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 		$9.96K Buy
561
+167
+42% +$2.63K ﹤0.01% 1008
2026
Q1 		$5.65K Buy
+394
New +$6.54K ﹤0.01% 1157

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

Basecamp Wealth Advisors's SHC Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Sotera Health (SHC) stake by 42% in Q2 2026, buying an estimated $2.63K and bringing the position to 561 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Basecamp Wealth Advisors first reported a position in SHC in Q1 2026 and has held it in 2 quarters since. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Basecamp Wealth Advisors held 561 shares of Sotera Health worth $9.96K as of Q2 2026.
  • Basecamp Wealth Advisors bought 167 Sotera Health shares in Q2 2026, an estimated $2.63K.
  • Sotera Health made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1008 holding.
  • Basecamp Wealth Advisors first reported a position in Sotera Health in Q1 2026 and has held it in 2 quarters since.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.