Krilogy Financial
SHC icon

Krilogy Financial’s Sotera Health SHC Stock Holding History

Krilogy Financial’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
Q3 		$324K Buy
17,827
+3,554
+25% +$65.6K 0.01% 821
2026
Q2 		$253K Buy
+14,273
New +$225K 0.01% 884
2026
Q1 		– Sell
-10,703
Closed -$199K – 1051
2025
Q4 		$199K Buy
+10,703
New +$177K 0.01% 882

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Exchange Traded Concepts
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O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Krilogy Financial's SHC Position: Q3 2026 in Review

Krilogy Financial increased its Sotera Health (SHC) stake by 25% in Q3 2026, buying an estimated $65.6K and bringing the position to 17,827 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #821.

Krilogy Financial first reported a position in SHC in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold SHC as of Q3 2026.

  • Krilogy Financial held 17,827 shares of Sotera Health worth $324K as of Q3 2026.
  • Krilogy Financial bought 3,554 Sotera Health shares in Q3 2026, an estimated $65.6K.
  • Sotera Health made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #821 holding.
  • Krilogy Financial first reported a position in Sotera Health in Q4 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Sotera Health as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.