Bay Harbor Wealth Management’s Sotera Health SHC Stock Holding History

Bay Harbor Wealth 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	$639	Buy	36 +17	+89%	+$268	﹤0.01%	1016
2026 Q1	$272	Sell	19 -4	-17%	-$66	﹤0.01%	1110
2025 Q4	$405	Buy	23 +12	+109%	+$198	﹤0.01%	932
2025 Q3	$173	Buy	11 +2	+22%	+$28	﹤0.01%	1068
2025 Q2	$100	Buy	9 +6	+200%	+$70	﹤0.01%	1104
2025 Q1	$34	Buy	+3	New	+$39	﹤0.01%	1072

Other funds holding SHC

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Bay Harbor Wealth Management's SHC Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Sotera Health (SHC) stake by 89% in Q2 2026, buying an estimated $268 and bringing the position to 36 shares worth $639. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Bay Harbor Wealth Management first reported a position in SHC in Q1 2025 and has held it in 6 quarters since. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

Bay Harbor Wealth Management held 36 shares of Sotera Health worth $639 as of Q2 2026.
Bay Harbor Wealth Management bought 17 Sotera Health shares in Q2 2026, an estimated $268.
Sotera Health made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1016 holding.
Bay Harbor Wealth Management first reported a position in Sotera Health in Q1 2025 and has held it in 6 quarters since.
316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.