KF
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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
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

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

Krilogy Financial's SHC Position: Q2 2026 in Review

Krilogy Financial opened a new position in Sotera Health (SHC) in Q2 2026: 14,273 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #884 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in SHC as recently as Q4 2025.

Krilogy Financial first reported a position in SHC in Q4 2025 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Krilogy Financial held 14,273 shares of Sotera Health worth $253K as of Q2 2026.
  • Sotera Health was a new Krilogy Financial position in Q2 2026.
  • Sotera Health made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #884 holding.
  • Krilogy Financial first reported a position in Sotera Health in Q4 2025 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.