Creative Planning
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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
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

DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Creative Planning's SHC Position: Q1 2026 in Review

Creative Planning increased its Sotera Health (SHC) stake by 64% in Q1 2026, buying an estimated $659K and bringing the position to 101,581 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Creative Planning first reported a position in SHC in Q1 2023 and has held it in 10 quarters since. 296 funds tracked by Wall St. Rank hold SHC as of Q1 2026.

  • Creative Planning held 101,581 shares of Sotera Health worth $1.46M as of Q1 2026.
  • Creative Planning bought 39,688 Sotera Health shares in Q1 2026, an estimated $659K.
  • Sotera Health made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2159 holding.
  • Creative Planning first reported a position in Sotera Health in Q1 2023 and has held it in 10 quarters since.
  • 296 funds tracked by Wall St. Rank held Sotera Health as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.