Capital Advisors Ltd’s Sotera Health SHC Stock Holding History

Capital Advisors Ltd’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	$0	Hold	1	–	–	﹤0.01%	1563
2026 Q1	$0	Hold	1	–	–	﹤0.01%	1578
2025 Q4	$0	Hold	1	–	–	﹤0.01%	1550
2025 Q3	$0	Hold	1	–	–	﹤0.01%	1540
2025 Q2	$0	Buy	+1	New	+$12	﹤0.01%	1606
2023 Q2	–	Sell	-95	Closed	-$2K	–	1519
2023 Q1	$2K	Buy	+95	New	+$1.59K	﹤0.01%	933
2022 Q4	–	Sell	-91	Closed	-$1K	–	1593
2022 Q3	$1K	Buy	91 +68	+296%	+$1.13K	﹤0.01%	1110
2022 Q2	$0	Buy	+23	New	+$482	﹤0.01%	1293

Other funds holding SHC

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Capital Advisors Ltd's SHC Position: Q2 2026 in Review

Capital Advisors Ltd held its Sotera Health (SHC) position steady in Q2 2026 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Capital Advisors Ltd first reported a position in SHC in Q2 2022 and has held it in 8 quarters since. The position peaked at $2K in Q1 2023. 36 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

Capital Advisors Ltd held 1 share of Sotera Health worth $0 as of Q2 2026.
Capital Advisors Ltd left its Sotera Health share count unchanged in Q2 2026.
Sotera Health made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1563 holding.
Capital Advisors Ltd first reported a position in Sotera Health in Q2 2022 and has held it in 8 quarters since.
Capital Advisors Ltd's Sotera Health position peaked at $2K in Q1 2023.
36 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.