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
Q2 		$443K Sell
24,975
-6,382
-20% -$101K ﹤0.01% 2028
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

SC
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Focus Partners Wealth's SHC Position: Q2 2026 in Review

Focus Partners Wealth reduced its Sotera Health (SHC) stake by 20% in Q2 2026, selling an estimated $101K and leaving 24,975 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

Focus Partners Wealth first reported a position in SHC in Q3 2024 and has held it in 4 quarters since. The position peaked at $968K in Q4 2025. 320 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Focus Partners Wealth held 24,975 shares of Sotera Health worth $443K as of Q2 2026.
  • Focus Partners Wealth sold 6,382 Sotera Health shares in Q2 2026, an estimated $101K.
  • Sotera Health made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2028 holding.
  • Focus Partners Wealth first reported a position in Sotera Health in Q3 2024 and has held it in 4 quarters since.
  • Focus Partners Wealth's Sotera Health position peaked at $968K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.