LI
SHC icon

LRI Investments’s Sotera Health SHC Stock Holding History

LRI Investments’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 		$195 Buy
+11
New +$173 ﹤0.01% 1742

Other funds holding SHC

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
BAM
Broyhill Asset Management Charlotte, North Carolina $112M AUM 12.88% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

LRI Investments's SHC Position: Q2 2026 in Review

LRI Investments opened a new position in Sotera Health (SHC) in Q2 2026: 11 shares worth $195. The stake represents ﹤0.01% of the portfolio and ranks #1742 among its holdings.

79 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • LRI Investments held 11 shares of Sotera Health worth $195 as of Q2 2026.
  • Sotera Health was a new LRI Investments position in Q2 2026.
  • Sotera Health made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1742 holding.
  • 79 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.