First Trust Advisors’s Sotera Health SHC Stock Holding History

First Trust 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	$6.12M	Sell	344,519 -560,090	-62%	-$8.83M	﹤0.01%	1467
2026 Q1	$13M	Buy	904,609 +386,212	+75%	+$6.41M	0.01%	1005
2025 Q4	$9.14M	Buy	+518,397	New	+$8.57M	0.01%	1142
2024 Q4	–	Sell	-48,766	Closed	-$814K	–	2636
2024 Q3	$814K	Buy	+48,766	New	+$712K	﹤0.01%	2065
2024 Q2	–	Sell	-409,133	Closed	-$4.91M	–	2414
2024 Q1	$4.91M	Buy	409,133 +377,893	+1,210%	+$5.62M	0.01%	1297
2023 Q4	$526K	Sell	31,240 -577,172	-95%	-$8.17M	﹤0.01%	2125
2023 Q3	$9.11M	Sell	608,412 -850,594	-58%	-$14.4M	0.01%	1013
2023 Q2	$27.5M	Buy	1,459,006 +655,762	+82%	+$10.4M	0.03%	606
2023 Q1	$14.4M	Buy	+803,244	New	+$13.4M	0.02%	862
2022 Q4	–	Sell	-134,771	Closed	-$919K	–	2544
2022 Q3	$919K	Sell	134,771 -65,455	-33%	-$1.09M	﹤0.01%	2030
2022 Q2	$3.92M	Buy	200,226 +173,289	+643%	+$3.63M	﹤0.01%	1384
2022 Q1	$583K	Buy	+26,937	New	+$571K	﹤0.01%	2224

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

First Trust Advisors's SHC Position: Q2 2026 in Review

First Trust Advisors reduced its Sotera Health (SHC) stake by 62% in Q2 2026, selling an estimated $8.83M and leaving 344,519 shares worth $6.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

First Trust Advisors first reported a position in SHC in Q1 2022 and has held it in 12 quarters since. The position peaked at $27.5M in Q2 2023. 320 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

First Trust Advisors held 344,519 shares of Sotera Health worth $6.12M as of Q2 2026.
First Trust Advisors sold 560,090 Sotera Health shares in Q2 2026, an estimated $8.83M.
Sotera Health made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1467 holding.
First Trust Advisors first reported a position in Sotera Health in Q1 2022 and has held it in 12 quarters since.
First Trust Advisors's Sotera Health position peaked at $27.5M in Q2 2023.
320 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.