EWP
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
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

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Elevation Wealth Partners's SHC Position: Q2 2026 in Review

Elevation Wealth Partners held its Sotera Health (SHC) position steady in Q2 2026 at 49 shares worth $870. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Elevation Wealth Partners first reported a position in SHC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.96K in Q4 2025. 63 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Elevation Wealth Partners held 49 shares of Sotera Health worth $870 as of Q2 2026.
  • Elevation Wealth Partners left its Sotera Health share count unchanged in Q2 2026.
  • Sotera Health made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1268 holding.
  • Elevation Wealth Partners first reported a position in Sotera Health in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Sotera Health position peaked at $1.96K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.