Focus Partners Wealth
SHC icon

Focus Partners Wealth’s Sotera Health SHC Stock Holding History

Focus Partners Wealth’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 		$450K Sell
31,357
-23,518
-43% -$390K ﹤0.01% 1994
2025
Q4 		$968K Buy
+54,875
New +$908K ﹤0.01% 1647
2024
Q4 		– Sell
-15,600
Closed -$261K – 1969
2024
Q3 		$261K Buy
+15,600
New +$228K ﹤0.01% 1376

Other funds holding SHC

DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
GL
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Focus Partners Wealth's SHC Position: Q1 2026 in Review

Focus Partners Wealth reduced its Sotera Health (SHC) stake by 43% in Q1 2026, selling an estimated $390K and leaving 31,357 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Focus Partners Wealth first reported a position in SHC in Q3 2024 and has held it in 3 quarters since. The position peaked at $968K in Q4 2025. 296 funds tracked by Wall St. Rank hold SHC as of Q1 2026.

  • Focus Partners Wealth held 31,357 shares of Sotera Health worth $450K as of Q1 2026.
  • Focus Partners Wealth sold 23,518 Sotera Health shares in Q1 2026, an estimated $390K.
  • Sotera Health made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1994 holding.
  • Focus Partners Wealth first reported a position in Sotera Health in Q3 2024 and has held it in 3 quarters since.
  • Focus Partners Wealth's Sotera Health position peaked at $968K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Sotera Health as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.