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
Q2 		$103M Buy
5,799,870
+280,995
+5% +$4.43M 0.02% 1152
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
New +$13.1M ﹤0.01% 2076
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

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

Dimensional Fund Advisors's SHC Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Sotera Health (SHC) stake by 5.1% in Q2 2026, buying an estimated $4.43M and bringing the position to 5,799,870 shares worth $103M. The position accounts for 0.02% of the portfolio, ranked #1152.

Dimensional Fund Advisors first reported a position in SHC in Q1 2021 and has held it in 21 quarters since. 320 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Dimensional Fund Advisors held 5,799,870 shares of Sotera Health worth $103M as of Q2 2026.
  • Dimensional Fund Advisors bought 280,995 Sotera Health shares in Q2 2026, an estimated $4.43M.
  • Sotera Health made up 0.02% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1152 holding.
  • Dimensional Fund Advisors first reported a position in Sotera Health in Q1 2021 and has held it in 21 quarters since.
  • 320 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.