FFA
SHC icon

Farther Finance Advisors’s Sotera Health SHC Stock Holding History

Farther Finance 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 		$262K Sell
14,761
-882
-6% -$13.9K ﹤0.01% 2045
2026
Q1 		$233K Buy
15,643
+700
+5% +$11.6K ﹤0.01% 1915
2025
Q4 		$264K Buy
14,943
+3,509
+31% +$58K ﹤0.01% 1733
2025
Q3 		$180K Buy
11,434
+1,573
+16% +$22.1K ﹤0.01% 1662
2025
Q2 		$110K Buy
9,861
+3,534
+56% +$41.4K ﹤0.01% 1716
2025
Q1 		$70.4K Buy
6,327
+6,200
+4,882% +$79.8K ﹤0.01% 1704
2024
Q4 		$1.74K Buy
127
+29
+30% +$420 ﹤0.01% 3048
2024
Q3 		$1.64K Buy
98
+4
+4% +$58 ﹤0.01% 3067
2024
Q2 		$1.09K Hold
94
– – ﹤0.01% 3043
2024
Q1 		$1.1K Hold
94
– – ﹤0.01% 2735
2023
Q4 		$1.58K Buy
94
+27
+40% +$382 ﹤0.01% 2526
2023
Q3 		$1K Hold
67
– – ﹤0.01% 2082
2023
Q2 		$1.26K Sell
67
-14
-17% -$222 ﹤0.01% 1902
2023
Q1 		$1.45K Buy
81
+14
+21% +$234 ﹤0.01% 1747
2022
Q4 		$558 Buy
+67
New +$500 ﹤0.01% 1811

Other funds holding SHC

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Farther Finance Advisors's SHC Position: Q2 2026 in Review

Farther Finance Advisors reduced its Sotera Health (SHC) stake by 5.6% in Q2 2026, selling an estimated $13.9K and leaving 14,761 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Farther Finance Advisors first reported a position in SHC in Q4 2022 and has held it in 15 quarters since. The position peaked at $264K in Q4 2025. 36 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Farther Finance Advisors held 14,761 shares of Sotera Health worth $262K as of Q2 2026.
  • Farther Finance Advisors sold 882 Sotera Health shares in Q2 2026, an estimated $13.9K.
  • Sotera Health made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2045 holding.
  • Farther Finance Advisors first reported a position in Sotera Health in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Sotera Health position peaked at $264K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.