BFG
SHC icon

Bleakley Financial Group’s Sotera Health SHC Stock Holding History

Bleakley Financial Group’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 		$746K Buy
42,022
+27,662
+193% +$436K 0.01% 722
2026
Q1 		$206K Buy
+14,360
New +$238K ﹤0.01% 754
2025
Q1 		– Sell
-11,135
Closed -$152K – 905
2024
Q4 		$152K Buy
11,135
+72
+0.7% +$1.04K ﹤0.01% 970
2024
Q3 		$185K Buy
11,063
+318
+3% +$4.64K 0.01% 934
2024
Q2 		$128K Buy
+10,745
New +$123K ﹤0.01% 938
2023
Q3 		– Sell
-12,509
Closed -$236K – 944
2023
Q2 		$236K Buy
12,509
+851
+7% +$13.5K 0.01% 800
2023
Q1 		$209K Buy
+11,658
New +$195K 0.01% 814

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

Bleakley Financial Group's SHC Position: Q2 2026 in Review

Bleakley Financial Group increased its Sotera Health (SHC) stake by 193% in Q2 2026, buying an estimated $436K and bringing the position to 42,022 shares worth $746K. The position accounts for 0.01% of the portfolio, ranked #722.

Bleakley Financial Group first reported a position in SHC in Q1 2023 and has held it in 7 quarters since. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Bleakley Financial Group held 42,022 shares of Sotera Health worth $746K as of Q2 2026.
  • Bleakley Financial Group bought 27,662 Sotera Health shares in Q2 2026, an estimated $436K.
  • Sotera Health made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #722 holding.
  • Bleakley Financial Group first reported a position in Sotera Health in Q1 2023 and has held it in 7 quarters since.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.