Jones Financial Companies
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Jones Financial Companies’s Sotera Health SHC Stock Holding History

Jones Financial Companies’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 		$79.8K Buy
4,589
+3,439
+299% +$54.2K ﹤0.01% 2939
2026
Q1 		$15.1K Buy
+1,150
New +$19.1K ﹤0.01% 3410

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

Jones Financial Companies's SHC Position: Q2 2026 in Review

Jones Financial Companies increased its Sotera Health (SHC) stake by 299% in Q2 2026, buying an estimated $54.2K and bringing the position to 4,589 shares worth $79.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2939.

Jones Financial Companies first reported a position in SHC in Q1 2026 and has held it in 2 quarters since. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Jones Financial Companies held 4,589 shares of Sotera Health worth $79.8K as of Q2 2026.
  • Jones Financial Companies bought 3,439 Sotera Health shares in Q2 2026, an estimated $54.2K.
  • Sotera Health made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2939 holding.
  • Jones Financial Companies first reported a position in Sotera Health in Q1 2026 and has held it in 2 quarters since.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.