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HB Wealth Management’s Sotera Health SHC Stock Holding History

HB Wealth Management’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 		$256K Buy
+14,401
New +$227K ﹤0.01% 1458

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

HB Wealth Management's SHC Position: Q2 2026 in Review

HB Wealth Management opened a new position in Sotera Health (SHC) in Q2 2026: 14,401 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #1458 among its holdings.

316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • HB Wealth Management held 14,401 shares of Sotera Health worth $256K as of Q2 2026.
  • Sotera Health was a new HB Wealth Management position in Q2 2026.
  • Sotera Health made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1458 holding.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.