Capstone Investment Advisors
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Capstone Investment Advisors’s Sotera Health SHC Stock Holding History

Capstone 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 		– Sell
-21,971
Closed -$315K – 1885
2026
Q1 		$315K Sell
21,971
-2,697
-11% -$44.8K ﹤0.01% 1351
2025
Q4 		$435K Buy
+24,668
New +$408K ﹤0.01% 1196
2024
Q3 		– Sell
-16,457
Closed -$195K – 2182
2024
Q2 		$195K Sell
16,457
-44,091
-73% -$503K ﹤0.01% 1776
2024
Q1 		$727K Buy
60,548
+48,229
+392% +$718K ﹤0.01% 1344
2023
Q4 		$208K Buy
+12,319
New +$174K ﹤0.01% 1782
2021
Q2 		– Sell
-12,324
Closed -$308K – 1861
2021
Q1 		$308K Buy
+12,324
New +$326K ﹤0.01% 1359

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

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

Capstone Investment Advisors sold out of Sotera Health (SHC) in Q2 2026, closing a stake of 21,971 shares — an estimated $315K sold.

Capstone Investment Advisors first reported a position in SHC in Q1 2021 and held it in 6 quarters. The position peaked at $727K in Q1 2024. 320 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Sotera Health position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 21,971 Sotera Health shares in Q2 2026, an estimated $315K.
  • Capstone Investment Advisors first reported a position in Sotera Health in Q1 2021 and held it in 6 quarters.
  • Capstone Investment Advisors's Sotera Health position peaked at $727K in Q1 2024.
  • 320 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.