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HFM Investment Advisors’s Sotera Health SHC Stock Holding History

HFM 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 		$444 Buy
25
+12
+92% +$189 ﹤0.01% 1029
2026
Q1 		$186 Hold
13
– – ﹤0.01% 1007
2025
Q4 		$230 Hold
13
– – ﹤0.01% 978
2025
Q3 		$204 Hold
13
– – ﹤0.01% 989
2025
Q2 		$145 Buy
13
+11
+550% +$129 ﹤0.01% 1076
2025
Q1 		$24 Buy
+2
New +$26 ﹤0.01% 1145

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

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

HFM Investment Advisors increased its Sotera Health (SHC) stake by 92% in Q2 2026, buying an estimated $189 and bringing the position to 25 shares worth $444. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

HFM Investment Advisors first reported a position in SHC in Q1 2025 and has held it in 6 quarters since. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • HFM Investment Advisors held 25 shares of Sotera Health worth $444 as of Q2 2026.
  • HFM Investment Advisors bought 12 Sotera Health shares in Q2 2026, an estimated $189.
  • Sotera Health made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1029 holding.
  • HFM Investment Advisors first reported a position in Sotera Health in Q1 2025 and has held it in 6 quarters since.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.