Carson Wealth (CWM LLC)
SHC icon

Carson Wealth (CWM LLC)’s Sotera Health SHC Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.97M Buy
137,583
+68,253
+98% +$1.13M 0.01% 1202
2025
Q4 		$1.22M Buy
69,330
+64,139
+1,236% +$1.06M ﹤0.01% 1381
2025
Q3 		$82K Buy
5,191
+3,429
+195% +$48.1K ﹤0.01% 3140
2025
Q2 		$20K Sell
1,762
-3,077
-64% -$36K ﹤0.01% 3926
2025
Q1 		$56K Sell
4,839
-14,544
-75% -$187K ﹤0.01% 2890
2024
Q4 		$265K Sell
19,383
-39,180
-67% -$568K ﹤0.01% 1664
2024
Q3 		$978K Buy
58,563
+56,417
+2,629% +$824K ﹤0.01% 1049
2024
Q2 		$25K Buy
2,146
+993
+86% +$11.3K ﹤0.01% 2976
2024
Q1 		$14K Hold
1,153
– – ﹤0.01% 3149
2023
Q4 		$19K Sell
1,153
-502
-30% -$7.11K ﹤0.01% 2814
2023
Q3 		$25K Buy
1,655
+246
+17% +$4.15K ﹤0.01% 2542
2023
Q2 		$27K Sell
1,409
-113
-7% -$1.8K ﹤0.01% 2438
2023
Q1 		$27K Buy
1,522
+113
+8% +$1.89K ﹤0.01% 2300
2022
Q4 		$12K Sell
1,409
-287
-17% -$2.14K ﹤0.01% 2719
2022
Q3 		$12K Buy
1,696
+1,611
+1,895% +$26.8K ﹤0.01% 2588
2022
Q2 		$2K Sell
85
-27
-24% -$566 ﹤0.01% 3401
2022
Q1 		$2K Buy
112
+107
+2,140% +$2.27K ﹤0.01% 3221
2021
Q4 		$0 Buy
+5
New +$120 ﹤0.01% 3634

Other funds holding SHC

DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.91B AUM 14.64% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SHC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Sotera Health (SHC) stake by 98% in Q1 2026, buying an estimated $1.13M and bringing the position to 137,583 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #1202.

Carson Wealth (CWM LLC) first reported a position in SHC in Q4 2021 and has held it in 18 quarters since. 299 funds tracked by Wall St. Rank hold SHC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 137,583 shares of Sotera Health worth $1.97M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 68,253 Sotera Health shares in Q1 2026, an estimated $1.13M.
  • Sotera Health made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1202 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sotera Health in Q4 2021 and has held it in 18 quarters since.
  • 299 funds tracked by Wall St. Rank held Sotera Health as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.