Bell Investment Advisors’s Sotera Health SHC Stock Holding History

Bell Investment 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	$888	Hold	50	–	–	﹤0.01%	1561
2026 Q1	$717	Hold	50	–	–	﹤0.01%	1628
2025 Q4	$882	Hold	50	–	–	﹤0.01%	1571
2025 Q3	$787	Hold	50	–	–	﹤0.01%	1625
2025 Q2	$556	Sell	50 -7	-12%	-$82	﹤0.01%	1739
2025 Q1	$665	Sell	57 -370	-87%	-$4.76K	﹤0.01%	1673
2024 Q4	$5.84K	Buy	427 +57	+15%	+$826	﹤0.01%	860
2024 Q3	$6.18K	Hold	370	–	–	﹤0.01%	826
2024 Q2	$4.39K	Hold	370	–	–	﹤0.01%	988
2024 Q1	$4.44K	Hold	370	–	–	﹤0.01%	990
2023 Q4	$6.24K	Buy	+370	New	+$5.24K	﹤0.01%	759
2023 Q2	–	Sell	-29	Closed	-$520	–	1984
2023 Q1	$520	Buy	+29	New	+$485	﹤0.01%	1811
2022 Q3	–	Sell	-25	Closed	–	–	1929
2022 Q2	$0	Buy	+25	New	+$524	﹤0.01%	1817
2021 Q4	–	Sell	-21	Closed	-$1K	–	1926
2021 Q3	$1K	Buy	+21	New	+$508	﹤0.01%	1553

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

Bell Investment Advisors's SHC Position: Q2 2026 in Review

Bell Investment Advisors held its Sotera Health (SHC) position steady in Q2 2026 at 50 shares worth $888. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Bell Investment Advisors first reported a position in SHC in Q3 2021 and has held it in 14 quarters since. The position peaked at $6.24K in Q4 2023. 320 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

Bell Investment Advisors held 50 shares of Sotera Health worth $888 as of Q2 2026.
Bell Investment Advisors left its Sotera Health share count unchanged in Q2 2026.
Sotera Health made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1561 holding.
Bell Investment Advisors first reported a position in Sotera Health in Q3 2021 and has held it in 14 quarters since.
Bell Investment Advisors's Sotera Health position peaked at $6.24K in Q4 2023.
320 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.