Cerity Partners’s Sotera Health SHC Stock Holding History

Cerity 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 Q2	$4.24M	Buy	238,990 +98,205	+70%	+$1.55M	0.01%	1187
2026 Q1	$2.02M	Buy	140,785 +38,730	+38%	+$643K	﹤0.01%	1486
2025 Q4	$1.8M	Buy	+102,055	New	+$1.69M	﹤0.01%	1414
2025 Q1	–	Sell	-52,940	Closed	-$750K	–	2613
2024 Q4	$750K	Sell	52,940 -36,219	-41%	-$525K	﹤0.01%	1552
2024 Q3	$1.49M	Buy	+89,159	New	+$1.3M	﹤0.01%	1223

Other funds holding SHC

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Cerity Partners's SHC Position: Q2 2026 in Review

Cerity Partners increased its Sotera Health (SHC) stake by 70% in Q2 2026, buying an estimated $1.55M and bringing the position to 238,990 shares worth $4.24M. The position accounts for 0.01% of the portfolio, ranked #1187.

Cerity Partners first reported a position in SHC in Q3 2024 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

Cerity Partners held 238,990 shares of Sotera Health worth $4.24M as of Q2 2026.
Cerity Partners bought 98,205 Sotera Health shares in Q2 2026, an estimated $1.55M.
Sotera Health made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1187 holding.
Cerity Partners first reported a position in Sotera Health in Q3 2024 and has held it in 5 quarters since.
320 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.