MassMutual Private Wealth & Trust’s Sotera Health SHC Stock Holding History

MassMutual Private Wealth & Trust’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	$7.65K	Hold	431	–	–	﹤0.01%	1517
2026 Q1	$6.18K	Sell	431 -110	-20%	-$1.83K	﹤0.01%	1578
2025 Q4	$9.54K	Buy	541 +110	+26%	+$1.82K	﹤0.01%	1409
2025 Q3	$6.78K	Hold	431	–	–	﹤0.01%	1559
2025 Q2	$4.79K	Buy	431 +290	+206%	+$3.4K	﹤0.01%	1658
2025 Q1	$1.64K	Sell	141 -45	-24%	-$579	﹤0.01%	1981
2024 Q4	$2.54K	Buy	186 +27	+17%	+$391	﹤0.01%	1757
2024 Q3	$2.65K	Sell	159 -136	-46%	-$1.99K	﹤0.01%	1572
2024 Q2	$3.5K	Buy	295 +110	+59%	+$1.26K	﹤0.01%	1440
2024 Q1	$2.22K	Sell	185 -25	-12%	-$372	﹤0.01%	1511
2023 Q4	$3.54K	Sell	210 -86	-29%	-$1.22K	﹤0.01%	1335
2023 Q3	$4.43K	Hold	296	–	–	﹤0.01%	1286
2023 Q2	$5.58K	Sell	296 -75	-20%	-$1.19K	﹤0.01%	1176
2023 Q1	$6.64K	Buy	371 +186	+101%	+$3.11K	﹤0.01%	1071
2022 Q4	$2K	Sell	185 -15	-8%	-$112	﹤0.01%	1325
2022 Q3	$1K	Buy	+200	New	+$3.33K	﹤0.01%	1511
2021 Q4	–	Sell	-91	Closed	-$2K	–	1480
2021 Q3	$2K	Buy	+91	New	+$2.2K	﹤0.01%	1084

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 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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

MassMutual Private Wealth & Trust's SHC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Sotera Health (SHC) position steady in Q2 2026 at 431 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

MassMutual Private Wealth & Trust first reported a position in SHC in Q3 2021 and has held it in 17 quarters since. The position peaked at $9.54K in Q4 2025. 81 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

MassMutual Private Wealth & Trust held 431 shares of Sotera Health worth $7.65K as of Q2 2026.
MassMutual Private Wealth & Trust left its Sotera Health share count unchanged in Q2 2026.
Sotera Health made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1517 holding.
MassMutual Private Wealth & Trust first reported a position in Sotera Health in Q3 2021 and has held it in 17 quarters since.
MassMutual Private Wealth & Trust's Sotera Health position peaked at $9.54K in Q4 2025.
81 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.