Curated Wealth Partners’s Sotera Health SHC Stock Holding History

Curated Wealth Partners’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 Q3	$242K	Buy	+13,106	New	+$242K	0.02%	487

Other funds holding SHC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Curated Wealth Partners's SHC Position: Q3 2026 in Review

Curated Wealth Partners opened a new position in Sotera Health (SHC) in Q3 2026: 13,106 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #487 among its holdings.

177 funds tracked by Wall St. Rank hold SHC as of Q3 2026.

Curated Wealth Partners held 13,106 shares of Sotera Health worth $242K as of Q3 2026.
Sotera Health was a new Curated Wealth Partners position in Q3 2026.
Sotera Health made up 0.02% of Curated Wealth Partners's portfolio in Q3 2026, its #487 holding.
177 funds tracked by Wall St. Rank held Sotera Health as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.