EverSource Wealth Advisors’s Sotera Health SHC Stock Holding History

EverSource Wealth 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	$146K	Sell	8,217 -3,301	-29%	-$52K	﹤0.01%	1187
2026 Q1	$165K	Buy	11,518 +3,946	+52%	+$65.5K	0.01%	1159
2025 Q4	$134K	Buy	7,572 +4,038	+114%	+$66.8K	﹤0.01%	1162
2025 Q3	$55.6K	Buy	3,534 +246	+7%	+$3.45K	﹤0.01%	1625
2025 Q2	$36.6K	Buy	3,288 +2,935	+831%	+$34.4K	﹤0.01%	1833
2025 Q1	$4.12K	Buy	353 +2	+0.6%	+$26	﹤0.01%	2588
2024 Q4	$4.8K	Buy	351 +146	+71%	+$2.12K	﹤0.01%	2365
2024 Q3	$3.42K	Buy	205 +24	+13%	+$351	﹤0.01%	2366
2024 Q2	$2.51K	Buy	181 +164	+965%	+$1.87K	﹤0.01%	2475
2024 Q1	$190	Sell	17 -165	-91%	-$2.46K	﹤0.01%	2802
2023 Q4	$3.07K	Buy	+182	New	+$2.58K	﹤0.01%	2044
2022 Q3	–	Sell	-195	Closed	-$4K	–	2117
2022 Q2	$4K	Buy	+195	New	+$4.08K	﹤0.01%	1344
2022 Q1	–	Sell	-63	Closed	-$1K	–	1830
2021 Q4	$1K	Buy	+63	New	+$1.51K	﹤0.01%	1725

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

EverSource Wealth Advisors's SHC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Sotera Health (SHC) stake by 29% in Q2 2026, selling an estimated $52K and leaving 8,217 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

EverSource Wealth Advisors first reported a position in SHC in Q4 2021 and has held it in 13 quarters since. The position peaked at $165K in Q1 2026. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

EverSource Wealth Advisors held 8,217 shares of Sotera Health worth $146K as of Q2 2026.
EverSource Wealth Advisors sold 3,301 Sotera Health shares in Q2 2026, an estimated $52K.
Sotera Health made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1187 holding.
EverSource Wealth Advisors first reported a position in Sotera Health in Q4 2021 and has held it in 13 quarters since.
EverSource Wealth Advisors's Sotera Health position peaked at $165K in Q1 2026.
316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.