Dimensional Fund Advisors
SHC icon

Dimensional Fund Advisors’s Sotera Health SHC Stock Holding History

Dimensional Fund Advisors’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 		$79.1M Buy
5,518,875
+358,281
+7% +$5.95M 0.02% 1239
2025
Q4 		$91M Buy
5,160,594
+524,012
+11% +$8.67M 0.02% 1138
2025
Q3 		$72.9M Buy
4,636,582
+372,377
+9% +$5.23M 0.02% 1296
2025
Q2 		$47.4M Buy
4,264,205
+602,860
+16% +$7.06M 0.01% 1533
2025
Q1 		$42.7M Buy
3,661,345
+517,390
+16% +$6.66M 0.01% 1555
2024
Q4 		$43M Buy
3,143,955
+673,979
+27% +$9.77M 0.01% 1599
2024
Q3 		$41.2M Buy
2,469,976
+234,192
+10% +$3.42M 0.01% 1620
2024
Q2 		$26.5M Sell
2,235,784
-67,233
-3% -$768K 0.01% 1819
2024
Q1 		$27.7M Buy
2,303,017
+310,300
+16% +$4.62M 0.01% 1821
2023
Q4 		$33.6M Buy
1,992,717
+363,628
+22% +$5.15M 0.01% 1705
2023
Q3 		$24.4M Buy
1,629,089
+398,766
+32% +$6.73M 0.01% 1813
2023
Q2 		$23.2M Buy
1,230,323
+446,046
+57% +$7.09M 0.01% 1856
2023
Q1 		$14M Buy
784,277
+222,543
+40% +$3.72M ﹤0.01% 2076
2022
Q4 		$4.68K Sell
561,734
-180,326
-24% -$1.35M ﹤0.01% 2479
2022
Q3 		$5.06M Buy
742,060
+125,112
+20% +$2.08M ﹤0.01% 2421
2022
Q2 		$12.1M Buy
616,948
+249,398
+68% +$5.22M ﹤0.01% 2117
2022
Q1 		$7.96M Buy
367,550
+326,029
+785% +$6.92M ﹤0.01% 2384
2021
Q4 		$978K Buy
41,521
+223
+0.5% +$5.34K ﹤0.01% 3034
2021
Q3 		$1.08M Buy
41,298
+30,882
+296% +$747K ﹤0.01% 3035
2021
Q2 		$252K Buy
10,416
+1,066
+11% +$26.2K ﹤0.01% 3291
2021
Q1 		$234K Buy
+9,350
New +$247K ﹤0.01% 3263

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

Dimensional Fund Advisors's SHC Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Sotera Health (SHC) stake by 6.9% in Q1 2026, buying an estimated $5.95M and bringing the position to 5,518,875 shares worth $79.1M. The position accounts for 0.02% of the portfolio, ranked #1239.

Dimensional Fund Advisors first reported a position in SHC in Q1 2021 and has held it in 21 quarters since. The position peaked at $91M in Q4 2025. 296 funds tracked by Wall St. Rank hold SHC as of Q1 2026.

  • Dimensional Fund Advisors held 5,518,875 shares of Sotera Health worth $79.1M as of Q1 2026.
  • Dimensional Fund Advisors bought 358,281 Sotera Health shares in Q1 2026, an estimated $5.95M.
  • Sotera Health made up 0.02% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1239 holding.
  • Dimensional Fund Advisors first reported a position in Sotera Health in Q1 2021 and has held it in 21 quarters since.
  • Dimensional Fund Advisors's Sotera Health position peaked at $91M in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Sotera Health as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.