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IFP Advisors’s Sotera Health SHC Stock Holding History

IFP 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 		$62.3K Buy
3,509
+2,110
+151% +$33.3K ﹤0.01% 2263
2026
Q1 		$20.1K Sell
1,399
-96
-6% -$1.59K ﹤0.01% 2774
2025
Q4 		$26.4K Buy
1,495
+1,371
+1,106% +$22.7K ﹤0.01% 2577
2025
Q3 		$1.95K Buy
+124
New +$1.74K ﹤0.01% 3706
2025
Q2 		– Sell
-85
Closed -$995 – 2586
2025
Q1 		$991 Sell
85
-95
-53% -$1.22K ﹤0.01% 3340
2024
Q4 		$2.46K Buy
180
+95
+112% +$1.38K ﹤0.01% 3020
2024
Q3 		$1.42K Sell
85
-57
-40% -$833 ﹤0.01% 3009
2024
Q2 		$1.69K Sell
142
-1,105
-89% -$12.6K ﹤0.01% 2849
2024
Q1 		$15K Sell
1,247
-40
-3% -$595 ﹤0.01% 2100
2023
Q4 		$21.7K Buy
1,287
+1,105
+607% +$15.6K ﹤0.01% 1874
2023
Q3 		$2.73K Hold
182
– – ﹤0.01% 2736
2023
Q2 		$3.43K Hold
182
– – ﹤0.01% 2670
2023
Q1 		$4.57K Sell
182
-699
-79% -$11.7K ﹤0.01% 2605
2022
Q4 		$22K Buy
+881
New +$6.58K ﹤0.01% 2818

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

IFP Advisors's SHC Position: Q2 2026 in Review

IFP Advisors increased its Sotera Health (SHC) stake by 151% in Q2 2026, buying an estimated $33.3K and bringing the position to 3,509 shares worth $62.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

IFP Advisors first reported a position in SHC in Q4 2022 and has held it in 14 quarters since. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • IFP Advisors held 3,509 shares of Sotera Health worth $62.3K as of Q2 2026.
  • IFP Advisors bought 2,110 Sotera Health shares in Q2 2026, an estimated $33.3K.
  • Sotera Health made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2263 holding.
  • IFP Advisors first reported a position in Sotera Health in Q4 2022 and has held it in 14 quarters since.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.