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Custom Index Systems’s Sotera Health SHC Stock Holding History

Custom Index Systems’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 		$534K Sell
37,247
-1,213
-3% -$20.1K 0.23% 119
2025
Q4 		$678K Buy
+38,460
New +$636K 0.3% 100

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

Custom Index Systems's SHC Position: Q1 2026 in Review

Custom Index Systems reduced its Sotera Health (SHC) stake by 3.2% in Q1 2026, selling an estimated $20.1K and leaving 37,247 shares worth $534K. The position accounts for 0.23% of the portfolio, ranked #119.

Custom Index Systems first reported a position in SHC in Q4 2025 and has held it in 2 quarters since. The position peaked at $678K in Q4 2025. 296 funds tracked by Wall St. Rank hold SHC as of Q1 2026.

  • Custom Index Systems held 37,247 shares of Sotera Health worth $534K as of Q1 2026.
  • Custom Index Systems sold 1,213 Sotera Health shares in Q1 2026, an estimated $20.1K.
  • Sotera Health made up 0.23% of Custom Index Systems's portfolio in Q1 2026, its #119 holding.
  • Custom Index Systems first reported a position in Sotera Health in Q4 2025 and has held it in 2 quarters since.
  • Custom Index Systems's Sotera Health position peaked at $678K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Sotera Health as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.