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 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

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

First Trust Advisors's SHC Position: Q1 2026 in Review

First Trust Advisors increased its Sotera Health (SHC) stake by 75% in Q1 2026, buying an estimated $6.41M and bringing the position to 904,609 shares worth $13M. The position accounts for 0.01% of the portfolio, ranked #1005.

First Trust Advisors first reported a position in SHC in Q1 2022 and has held it in 11 quarters since. The position peaked at $27.5M in Q2 2023. 296 funds tracked by Wall St. Rank hold SHC as of Q1 2026.

First Trust Advisors held 904,609 shares of Sotera Health worth $13M as of Q1 2026.
First Trust Advisors bought 386,212 Sotera Health shares in Q1 2026, an estimated $6.41M.
Sotera Health made up 0.01% of First Trust Advisors's portfolio in Q1 2026, its #1005 holding.
First Trust Advisors first reported a position in Sotera Health in Q1 2022 and has held it in 11 quarters since.
First Trust Advisors's Sotera Health position peaked at $27.5M in Q2 2023.
296 funds tracked by Wall St. Rank held Sotera Health as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.