CP
SHC icon

Castleview Partners’s Sotera Health SHC Stock Holding History

Castleview Partners’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
Q3 		$228K Buy
12,306
+220
+2% +$4.06K 0.1% 195
2026
Q2 		$215K Buy
+12,086
New +$190K 0.09% 205

Other funds holding SHC

TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Castleview Partners's SHC Position: Q3 2026 in Review

Castleview Partners increased its Sotera Health (SHC) stake by 1.8% in Q3 2026, buying an estimated $4.06K and bringing the position to 12,306 shares worth $228K. The position accounts for 0.1% of the portfolio, ranked #195.

Castleview Partners first reported a position in SHC in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold SHC as of Q3 2026.

  • Castleview Partners held 12,306 shares of Sotera Health worth $228K as of Q3 2026.
  • Castleview Partners bought 220 Sotera Health shares in Q3 2026, an estimated $4.06K.
  • Sotera Health made up 0.1% of Castleview Partners's portfolio in Q3 2026, its #195 holding.
  • Castleview Partners first reported a position in Sotera Health in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Sotera Health as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.