Farmers & Merchants Investments Inc’s Sotera Health SHC Stock Holding History

Farmers & Merchants Investments Inc’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	$2.34K	Hold	132	–	–	﹤0.01%	1233
2026 Q1	$1.89K	Hold	132	–	–	﹤0.01%	1267
2025 Q4	$2.33K	Buy	132 +20	+18%	+$331	﹤0.01%	1189
2025 Q3	$1.76K	Hold	112	–	–	﹤0.01%	1294
2025 Q2	$1.25K	Buy	112 +25	+29%	+$293	﹤0.01%	1381
2025 Q1	$1.01K	Buy	87 +45	+107%	+$579	﹤0.01%	1434
2024 Q4	$575	Hold	42	–	–	﹤0.01%	1627
2024 Q3	$701	Hold	42	–	–	﹤0.01%	1599
2024 Q2	$499	Hold	42	–	–	﹤0.01%	1651
2024 Q1	$504	Hold	42	–	–	﹤0.01%	1621
2023 Q4	$708	Hold	42	–	–	﹤0.01%	1545
2023 Q3	$629	Hold	42	–	–	﹤0.01%	1531
2023 Q2	$791	Hold	42	–	–	﹤0.01%	1477
2023 Q1	$752	Hold	42	–	–	﹤0.01%	1483
2022 Q4	$350	Hold	42	–	–	﹤0.01%	1678
2022 Q3	$0	Buy	+42	New	+$698	﹤0.01%	1727

Other funds holding SHC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

BAM

Broyhill Asset Management Charlotte, North Carolina $112M AUM 12.88% 1-Year Est. Return

Farmers & Merchants Investments Inc's SHC Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Sotera Health (SHC) position steady in Q2 2026 at 132 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Farmers & Merchants Investments Inc first reported a position in SHC in Q3 2022 and has held it in 16 quarters since. 133 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

Farmers & Merchants Investments Inc held 132 shares of Sotera Health worth $2.34K as of Q2 2026.
Farmers & Merchants Investments Inc left its Sotera Health share count unchanged in Q2 2026.
Sotera Health made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1233 holding.
Farmers & Merchants Investments Inc first reported a position in Sotera Health in Q3 2022 and has held it in 16 quarters since.
133 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.