MBL Wealth
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MBL Wealth’s Sotera Health SHC Stock Holding History

MBL Wealth’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 		$284K Buy
+15,374
New +$284K 0.02% 490

Other funds holding SHC

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

MBL Wealth's SHC Position: Q3 2026 in Review

MBL Wealth opened a new position in Sotera Health (SHC) in Q3 2026: 15,374 shares worth $284K. The stake represents 0.02% of the portfolio and ranks #490 among its holdings.

234 funds tracked by Wall St. Rank hold SHC as of Q3 2026.

  • MBL Wealth held 15,374 shares of Sotera Health worth $284K as of Q3 2026.
  • Sotera Health was a new MBL Wealth position in Q3 2026.
  • Sotera Health made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #490 holding.
  • 234 funds tracked by Wall St. Rank held Sotera Health as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.