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Clearstead Advisors’s Sotera Health SHC Stock Holding History

Clearstead 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
Q2 		$2.11M Buy
118,612
+1,289
+1% +$20.3K 0.02% 372
2026
Q1 		$1.68M Buy
117,323
+116,126
+9,701% +$1.93M 0.02% 400
2025
Q4 		$21.1K Buy
1,197
+652
+120% +$10.8K ﹤0.01% 1687
2025
Q3 		$8.57K Buy
545
+59
+12% +$828 ﹤0.01% 1970
2025
Q2 		$5.41K Buy
+486
New +$5.69K ﹤0.01% 2085

Other funds holding SHC

SC
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Clearstead Advisors's SHC Position: Q2 2026 in Review

Clearstead Advisors increased its Sotera Health (SHC) stake by 1.1% in Q2 2026, buying an estimated $20.3K and bringing the position to 118,612 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #372.

Clearstead Advisors first reported a position in SHC in Q2 2025 and has held it in 5 quarters since. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Clearstead Advisors held 118,612 shares of Sotera Health worth $2.11M as of Q2 2026.
  • Clearstead Advisors bought 1,289 Sotera Health shares in Q2 2026, an estimated $20.3K.
  • Sotera Health made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #372 holding.
  • Clearstead Advisors first reported a position in Sotera Health in Q2 2025 and has held it in 5 quarters since.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.