Envestnet Asset Management
SHC icon

Envestnet Asset Management’s Sotera Health SHC Stock Holding History

Envestnet Asset Management’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 		$204K Buy
11,505
+685
+6% +$10.8K ﹤0.01% 4636
2026
Q1 		$155K Buy
+10,820
New +$180K ﹤0.01% 4559
2024
Q4 		– Sell
-11,298
Closed -$189K – 4386
2024
Q3 		$189K Sell
11,298
-833
-7% -$12.2K ﹤0.01% 4028
2024
Q2 		$144K Sell
12,131
-478
-4% -$5.46K ﹤0.01% 4005
2024
Q1 		$151K Sell
12,609
-30,349
-71% -$452K ﹤0.01% 4005
2023
Q4 		$724K Buy
42,958
+5,433
+14% +$76.9K ﹤0.01% 3135
2023
Q3 		$562K Sell
37,525
-2,136
-5% -$36K ﹤0.01% 3192
2023
Q2 		$747K Buy
39,661
+2,916
+8% +$46.3K ﹤0.01% 2969
2023
Q1 		$658K Sell
36,745
-961
-3% -$16.1K ﹤0.01% 2967
2022
Q4 		$314K Buy
37,706
+22,679
+151% +$169K ﹤0.01% 3397
2022
Q3 		$102K Sell
15,027
-15,390
-51% -$256K ﹤0.01% 3734
2022
Q2 		$596K Buy
30,417
+1,272
+4% +$26.6K ﹤0.01% 2961
2022
Q1 		$631K Sell
29,145
-7,365
-20% -$156K ﹤0.01% 2986
2021
Q4 		$860K Buy
36,510
+15,492
+74% +$371K ﹤0.01% 2724
2021
Q3 		$550K Buy
21,018
+1,527
+8% +$36.9K ﹤0.01% 2915
2021
Q2 		$472K Buy
+19,491
New +$480K ﹤0.01% 3032

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

Envestnet Asset Management's SHC Position: Q2 2026 in Review

Envestnet Asset Management increased its Sotera Health (SHC) stake by 6.3% in Q2 2026, buying an estimated $10.8K and bringing the position to 11,505 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #4636.

Envestnet Asset Management first reported a position in SHC in Q2 2021 and has held it in 16 quarters since. The position peaked at $860K in Q4 2021. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Envestnet Asset Management held 11,505 shares of Sotera Health worth $204K as of Q2 2026.
  • Envestnet Asset Management bought 685 Sotera Health shares in Q2 2026, an estimated $10.8K.
  • Sotera Health made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4636 holding.
  • Envestnet Asset Management first reported a position in Sotera Health in Q2 2021 and has held it in 16 quarters since.
  • Envestnet Asset Management's Sotera Health position peaked at $860K in Q4 2021.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.