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Clearstead Trust’s Sotera Health SHC Stock Holding History

Clearstead Trust’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 		$3.71K Buy
+209
New +$3.29K ﹤0.01% 825
2025
Q4 		– Sell
-69
Closed -$1.09K – 1454
2025
Q3 		$1.09K Buy
+69
New +$969 ﹤0.01% 1196

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 Trust's SHC Position: Q2 2026 in Review

Clearstead Trust opened a new position in Sotera Health (SHC) in Q2 2026: 209 shares worth $3.71K. The stake represents ﹤0.01% of the portfolio and ranks #825 among its holdings. This is a return to the name: Clearstead Trust previously reported a position in SHC as recently as Q3 2025.

Clearstead Trust first reported a position in SHC in Q3 2025 and has held it in 2 quarters since. 319 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Clearstead Trust held 209 shares of Sotera Health worth $3.71K as of Q2 2026.
  • Sotera Health was a new Clearstead Trust position in Q2 2026.
  • Sotera Health made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #825 holding.
  • Clearstead Trust first reported a position in Sotera Health in Q3 2025 and has held it in 2 quarters since.
  • 319 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

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