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Integrated Wealth Concepts’s Sotera Health SHC Stock Holding History

Integrated Wealth Concepts’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
Q1 		$271K Buy
18,884
+7,995
+73% +$133K ﹤0.01% 1921
2025
Q4 		$192K Buy
+10,889
New +$180K ﹤0.01% 1536

Other funds holding SHC

DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Integrated Wealth Concepts's SHC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Sotera Health (SHC) stake by 73% in Q1 2026, buying an estimated $133K and bringing the position to 18,884 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Integrated Wealth Concepts first reported a position in SHC in Q4 2025 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold SHC as of Q1 2026.

  • Integrated Wealth Concepts held 18,884 shares of Sotera Health worth $271K as of Q1 2026.
  • Integrated Wealth Concepts bought 7,995 Sotera Health shares in Q1 2026, an estimated $133K.
  • Sotera Health made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1921 holding.
  • Integrated Wealth Concepts first reported a position in Sotera Health in Q4 2025 and has held it in 2 quarters since.
  • 296 funds tracked by Wall St. Rank held Sotera Health as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.