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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
Q2 		$655K Sell
36,927
-320
-0.9% -$5.04K 0.24% 109
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

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

Custom Index Systems's SHC Position: Q2 2026 in Review

Custom Index Systems reduced its Sotera Health (SHC) stake by 0.86% in Q2 2026, selling an estimated $5.04K and leaving 36,927 shares worth $655K. The position accounts for 0.24% of the portfolio, ranked #109.

Custom Index Systems first reported a position in SHC in Q4 2025 and has held it in 3 quarters since. The position peaked at $678K in Q4 2025. 320 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Custom Index Systems held 36,927 shares of Sotera Health worth $655K as of Q2 2026.
  • Custom Index Systems sold 320 Sotera Health shares in Q2 2026, an estimated $5.04K.
  • Sotera Health made up 0.24% of Custom Index Systems's portfolio in Q2 2026, its #109 holding.
  • Custom Index Systems first reported a position in Sotera Health in Q4 2025 and has held it in 3 quarters since.
  • Custom Index Systems's Sotera Health position peaked at $678K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.