Creative Planning
SHC icon

Creative Planning’s Sotera Health SHC Stock Holding History

Creative Planning’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 		$3.1M Buy
174,505
+72,924
+72% +$1.15M ﹤0.01% 1754
2026
Q1 		$1.46M Buy
101,581
+39,688
+64% +$659K ﹤0.01% 2159
2025
Q4 		$1.09M Buy
61,893
+28,168
+84% +$466K ﹤0.01% 2210
2025
Q3 		$530K Buy
33,725
+13,539
+67% +$190K ﹤0.01% 2658
2025
Q2 		$224K Buy
20,186
+2,673
+15% +$31.3K ﹤0.01% 3143
2025
Q1 		$204K Sell
17,513
-2,399
-12% -$30.9K ﹤0.01% 3052
2024
Q4 		$272K Buy
19,912
+1,871
+10% +$27.1K ﹤0.01% 2741
2024
Q3 		$301K Sell
18,041
-703
-4% -$10.3K ﹤0.01% 2514
2024
Q2 		$222K Buy
18,744
+5,656
+43% +$64.6K ﹤0.01% 2600
2024
Q1 		$157K Buy
+13,088
New +$195K ﹤0.01% 2621
2023
Q2 		– Sell
-17
Closed -$305 – 2801
2023
Q1 		$305 Buy
+17
New +$284 ﹤0.01% 2604

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

Creative Planning's SHC Position: Q2 2026 in Review

Creative Planning increased its Sotera Health (SHC) stake by 72% in Q2 2026, buying an estimated $1.15M and bringing the position to 174,505 shares worth $3.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Creative Planning first reported a position in SHC in Q1 2023 and has held it in 11 quarters since. 320 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Creative Planning held 174,505 shares of Sotera Health worth $3.1M as of Q2 2026.
  • Creative Planning bought 72,924 Sotera Health shares in Q2 2026, an estimated $1.15M.
  • Sotera Health made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1754 holding.
  • Creative Planning first reported a position in Sotera Health in Q1 2023 and has held it in 11 quarters since.
  • 320 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.