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Gem Investment Advisors’s Sotera Health SHC Stock Holding History

Gem Investment 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 		$5.57M Sell
314,015
-13,000
-4% -$205K 3.42% 9
2026
Q1 		$4.69M Sell
327,015
-860
-0.3% -$14.3K 4.61% 10
2025
Q4 		$5.78M Buy
+327,875
New +$5.42M 5.48% 6

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

Gem Investment Advisors's SHC Position: Q2 2026 in Review

Gem Investment Advisors reduced its Sotera Health (SHC) stake by 4% in Q2 2026, selling an estimated $205K and leaving 314,015 shares worth $5.57M. The position accounts for 3.42% of the portfolio, ranked #9.

Gem Investment Advisors first reported a position in SHC in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.78M in Q4 2025. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Gem Investment Advisors held 314,015 shares of Sotera Health worth $5.57M as of Q2 2026.
  • Gem Investment Advisors sold 13,000 Sotera Health shares in Q2 2026, an estimated $205K.
  • Sotera Health made up 3.42% of Gem Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Gem Investment Advisors first reported a position in Sotera Health in Q4 2025 and has held it in 3 quarters since.
  • Gem Investment Advisors's Sotera Health position peaked at $5.78M in Q4 2025.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

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