FFA
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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
Q3 		$329K Buy
17,770
+3,009
+20% +$55.5K ﹤0.01% 1910
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

TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's SHC Position: Q3 2026 in Review

Farther Finance Advisors increased its Sotera Health (SHC) stake by 20% in Q3 2026, buying an estimated $55.5K and bringing the position to 17,770 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

Farther Finance Advisors first reported a position in SHC in Q4 2022 and has held it in 16 quarters since. 15 funds tracked by Wall St. Rank hold SHC as of Q3 2026.

  • Farther Finance Advisors held 17,770 shares of Sotera Health worth $329K as of Q3 2026.
  • Farther Finance Advisors bought 3,009 Sotera Health shares in Q3 2026, an estimated $55.5K.
  • Sotera Health made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1910 holding.
  • Farther Finance Advisors first reported a position in Sotera Health in Q4 2022 and has held it in 16 quarters since.
  • 15 funds tracked by Wall St. Rank held Sotera Health as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.