Envestnet Portfolio Solutions’s Sotera Health SHC Stock Holding History

Envestnet Portfolio Solutions’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	$1.15M	Sell	64,689 -437	-0.7%	-$6.89K	0.01%	649
2026 Q1	$934K	Buy	65,126 +133	+0.2%	+$2.21K	0.01%	655
2025 Q4	$1.15M	Buy	64,993 +1,061	+2%	+$17.5K	﹤0.01%	711
2025 Q3	$1.01M	Sell	63,932 -2,043	-3%	-$28.7K	﹤0.01%	736
2025 Q2	$734K	Buy	65,975 +49,992	+313%	+$585K	﹤0.01%	927
2025 Q1	$186K	Buy	15,983 +144	+0.9%	+$1.85K	﹤0.01%	1511
2024 Q4	$217K	Buy	15,839 +2,340	+17%	+$33.9K	﹤0.01%	1644
2024 Q3	$225K	Sell	13,499 -34	-0.3%	-$497	﹤0.01%	1582
2024 Q2	$161K	Buy	+13,533	New	+$154K	﹤0.01%	1599

Other funds holding SHC

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Envestnet Portfolio Solutions's SHC Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Sotera Health (SHC) stake by 0.67% in Q2 2026, selling an estimated $6.89K and leaving 64,689 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #649.

Envestnet Portfolio Solutions first reported a position in SHC in Q2 2024 and has held it in 9 quarters since. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

Envestnet Portfolio Solutions held 64,689 shares of Sotera Health worth $1.15M as of Q2 2026.
Envestnet Portfolio Solutions sold 437 Sotera Health shares in Q2 2026, an estimated $6.89K.
Sotera Health made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #649 holding.
Envestnet Portfolio Solutions first reported a position in Sotera Health in Q2 2024 and has held it in 9 quarters since.
316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.