Blue Trust Inc’s Sotera Health SHC Stock Holding History

Blue Trust Inc’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	$28.5K	Hold	1,605	–	–	﹤0.01%	1551
2026 Q1	$23K	Hold	1,605	–	–	﹤0.01%	1597
2025 Q4	$28.3K	Sell	1,605 -3,373	-68%	-$55.8K	﹤0.01%	1564
2025 Q3	$78.3K	Hold	4,978	–	–	﹤0.01%	1180
2025 Q2	$55.4K	Buy	4,978 +427	+9%	+$5K	﹤0.01%	1420
2025 Q1	$53.1K	Buy	4,551 +359	+9%	+$4.62K	﹤0.01%	1325
2024 Q4	$57.3K	Buy	4,192 +3,498	+504%	+$50.7K	﹤0.01%	1226
2024 Q3	$8.24K	Sell	694 -1,043	-60%	-$15.2K	﹤0.01%	2258
2024 Q2	$20.9K	Buy	+1,737	New	+$19.8K	﹤0.01%	1641
2024 Q1	–	Sell	-374	Closed	-$6K	–	2649
2023 Q4	$6K	Buy	+374	New	+$5.3K	﹤0.01%	1791
2023 Q2	–	Sell	-28	Closed	–	–	2474
2023 Q1	$0	Buy	28 +10	+56%	+$167	﹤0.01%	2594
2022 Q4	$0	Buy	+18	New	+$134	﹤0.01%	2441

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

Blue Trust Inc's SHC Position: Q2 2026 in Review

Blue Trust Inc held its Sotera Health (SHC) position steady in Q2 2026 at 1,605 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Blue Trust Inc first reported a position in SHC in Q4 2022 and has held it in 12 quarters since. The position peaked at $78.3K in Q3 2025. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

Blue Trust Inc held 1,605 shares of Sotera Health worth $28.5K as of Q2 2026.
Blue Trust Inc left its Sotera Health share count unchanged in Q2 2026.
Sotera Health made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1551 holding.
Blue Trust Inc first reported a position in Sotera Health in Q4 2022 and has held it in 12 quarters since.
Blue Trust Inc's Sotera Health position peaked at $78.3K in Q3 2025.
316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.