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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
Q2 		$345K Buy
19,443
+559
+3% +$8.81K ﹤0.01% 1892
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

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

Integrated Wealth Concepts's SHC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Sotera Health (SHC) stake by 3% in Q2 2026, buying an estimated $8.81K and bringing the position to 19,443 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Integrated Wealth Concepts first reported a position in SHC in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Integrated Wealth Concepts held 19,443 shares of Sotera Health worth $345K as of Q2 2026.
  • Integrated Wealth Concepts bought 559 Sotera Health shares in Q2 2026, an estimated $8.81K.
  • Sotera Health made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1892 holding.
  • Integrated Wealth Concepts first reported a position in Sotera Health in Q4 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.