Capstone Investment Advisors
SHC icon

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
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

DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capstone Investment Advisors's SHC Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Sotera Health (SHC) stake by 11% in Q1 2026, selling an estimated $44.8K and leaving 21,971 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Capstone Investment Advisors first reported a position in SHC in Q1 2021 and has held it in 6 quarters since. The position peaked at $727K in Q1 2024. 296 funds tracked by Wall St. Rank hold SHC as of Q1 2026.

  • Capstone Investment Advisors held 21,971 shares of Sotera Health worth $315K as of Q1 2026.
  • Capstone Investment Advisors sold 2,697 Sotera Health shares in Q1 2026, an estimated $44.8K.
  • Sotera Health made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1351 holding.
  • Capstone Investment Advisors first reported a position in Sotera Health in Q1 2021 and has held it in 6 quarters since.
  • Capstone Investment Advisors's Sotera Health position peaked at $727K in Q1 2024.
  • 296 funds tracked by Wall St. Rank held Sotera Health as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.