Elevation Wealth Partners
SHC icon

Elevation Wealth Partners’s Sotera Health SHC Stock Holding History

Elevation 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 		$907 Hold
49
– – ﹤0.01% 1305
2026
Q2 		$870 Hold
49
– – ﹤0.01% 1268
2026
Q1 		$703 Sell
49
-62
-56% -$1.03K ﹤0.01% 1026
2025
Q4 		$1.96K Buy
111
+75
+208% +$1.24K ﹤0.01% 794
2025
Q3 		$567 Buy
+36
New +$505 ﹤0.01% 801

Other funds holding SHC

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Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

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

Elevation Wealth Partners held its Sotera Health (SHC) position steady in Q3 2026 at 49 shares worth $907. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Elevation Wealth Partners first reported a position in SHC in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.96K in Q4 2025. 76 funds tracked by Wall St. Rank hold SHC as of Q3 2026.

  • Elevation Wealth Partners held 49 shares of Sotera Health worth $907 as of Q3 2026.
  • Elevation Wealth Partners left its Sotera Health share count unchanged in Q3 2026.
  • Sotera Health made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1305 holding.
  • Elevation Wealth Partners first reported a position in Sotera Health in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Sotera Health position peaked at $1.96K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Sotera Health as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.