Corient Private Wealth
SHC icon

Corient Private Wealth’s Sotera Health SHC Stock Holding History

Corient Private Wealth’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 		$330K Buy
18,598
+5,521
+42% +$87K ﹤0.01% 2500
2026
Q1 		$163K Sell
13,077
-31,265
-71% -$519K ﹤0.01% 2607
2025
Q4 		$773K Buy
44,342
+30,373
+217% +$502K ﹤0.01% 1636
2025
Q3 		$220K Buy
+13,969
New +$196K ﹤0.01% 2304

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

Corient Private Wealth's SHC Position: Q2 2026 in Review

Corient Private Wealth increased its Sotera Health (SHC) stake by 42% in Q2 2026, buying an estimated $87K and bringing the position to 18,598 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

Corient Private Wealth first reported a position in SHC in Q3 2025 and has held it in 4 quarters since. The position peaked at $773K in Q4 2025. 320 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Corient Private Wealth held 18,598 shares of Sotera Health worth $330K as of Q2 2026.
  • Corient Private Wealth bought 5,521 Sotera Health shares in Q2 2026, an estimated $87K.
  • Sotera Health made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2500 holding.
  • Corient Private Wealth first reported a position in Sotera Health in Q3 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's Sotera Health position peaked at $773K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.