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Cornerstone Planning Group’s Sotera Health SHC Stock Holding History

Cornerstone Planning Group’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
2025
Q2 		– Sell
-85
Closed -$924 – 1666
2025
Q1 		$924 Hold
85
– – ﹤0.01% 1151
2024
Q4 		$1.19K Hold
85
– – ﹤0.01% 923
2024
Q3 		$1.35K Hold
85
– – ﹤0.01% 866
2024
Q2 		$1.21K Buy
+85
New +$970 ﹤0.01% 897

Other funds holding SHC

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Cornerstone Planning Group's SHC Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Sotera Health (SHC) in Q2 2025, closing a stake of 85 shares — an estimated $924 sold.

Cornerstone Planning Group first reported a position in SHC in Q2 2024 and held it in 4 quarters. The position peaked at $1.35K in Q3 2024. 223 funds tracked by Wall St. Rank hold SHC as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Sotera Health position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 85 Sotera Health shares in Q2 2025, an estimated $924.
  • Cornerstone Planning Group first reported a position in Sotera Health in Q2 2024 and held it in 4 quarters.
  • Cornerstone Planning Group's Sotera Health position peaked at $1.35K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held Sotera Health as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.