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JFS Wealth Advisors’s Sotera Health SHC Stock Holding History

JFS Wealth 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 		$1.95K Hold
110
– – ﹤0.01% 1614
2026
Q1 		$1.58K Buy
110
+5
+5% +$83 ﹤0.01% 1576
2025
Q4 		$1.85K Buy
105
+39
+59% +$645 ﹤0.01% 1570
2025
Q3 		$1.04K Buy
66
+9
+16% +$126 ﹤0.01% 1614
2025
Q2 		$634 Buy
57
+38
+200% +$445 ﹤0.01% 1656
2025
Q1 		$222 Buy
19
+11
+138% +$142 ﹤0.01% 1833
2024
Q4 		$110 Sell
8
-37
-82% -$536 ﹤0.01% 1882
2024
Q3 		$752 Buy
45
+23
+105% +$336 ﹤0.01% 1742
2024
Q2 		$262 Sell
22
-12
-35% -$137 ﹤0.01% 1875
2024
Q1 		$409 Buy
34
+29
+580% +$432 ﹤0.01% 1821
2023
Q4 		$85 Sell
5
-38
-88% -$538 ﹤0.01% 1962
2023
Q3 		$645 Buy
43
+8
+23% +$135 ﹤0.01% 1696
2023
Q2 		$660 Buy
35
+18
+106% +$286 ﹤0.01% 1707
2023
Q1 		$305 Buy
+17
New +$284 ﹤0.01% 1779
2022
Q3 		– Sell
-18
Closed – – 1913
2022
Q2 		$0 Buy
+18
New +$377 ﹤0.01% 1919

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

JFS Wealth Advisors's SHC Position: Q2 2026 in Review

JFS Wealth Advisors held its Sotera Health (SHC) position steady in Q2 2026 at 110 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

JFS Wealth Advisors first reported a position in SHC in Q2 2022 and has held it in 15 quarters since. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • JFS Wealth Advisors held 110 shares of Sotera Health worth $1.95K as of Q2 2026.
  • JFS Wealth Advisors left its Sotera Health share count unchanged in Q2 2026.
  • Sotera Health made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1614 holding.
  • JFS Wealth Advisors first reported a position in Sotera Health in Q2 2022 and has held it in 15 quarters since.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.