CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Sotera Health SHC Stock Holding History

CAPTRUST Financial 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 		$5.98M Buy
416,814
+399,848
+2,357% +$6.64M 0.01% 699
2025
Q4 		$299K Sell
16,966
-205,875
-92% -$3.4M ﹤0.01% 2253
2025
Q3 		$3.51M Buy
+222,841
New +$3.13M 0.01% 773
2024
Q4 		– Sell
-285,659
Closed -$4.77M – 2389
2024
Q3 		$4.77M Buy
+285,659
New +$4.17M 0.01% 546
2022
Q3 		– Sell
-899
Closed -$18K – 3709
2022
Q2 		$18K Buy
899
+424
+89% +$8.88K ﹤0.01% 3435
2022
Q1 		$10K Buy
+475
New +$10.1K ﹤0.01% 3816

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

CAPTRUST Financial Advisors's SHC Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Sotera Health (SHC) stake by 2,357% in Q1 2026, buying an estimated $6.64M and bringing the position to 416,814 shares worth $5.98M. The position accounts for 0.01% of the portfolio, ranked #699.

CAPTRUST Financial Advisors first reported a position in SHC in Q1 2022 and has held it in 6 quarters since. 296 funds tracked by Wall St. Rank hold SHC as of Q1 2026.

  • CAPTRUST Financial Advisors held 416,814 shares of Sotera Health worth $5.98M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 399,848 Sotera Health shares in Q1 2026, an estimated $6.64M.
  • Sotera Health made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #699 holding.
  • CAPTRUST Financial Advisors first reported a position in Sotera Health in Q1 2022 and has held it in 6 quarters since.
  • 296 funds tracked by Wall St. Rank held Sotera Health as of Q1 2026.

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