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Merit Financial Group’s Sotera Health SHC Stock Holding History

Merit Financial Group’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 		$681K Buy
38,375
+13,845
+56% +$218K ﹤0.01% 1311
2026
Q1 		$352K Buy
24,530
+10,613
+76% +$176K ﹤0.01% 1571
2025
Q4 		$245K Buy
+13,917
New +$230K ﹤0.01% 1684

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

Merit Financial Group's SHC Position: Q2 2026 in Review

Merit Financial Group increased its Sotera Health (SHC) stake by 56% in Q2 2026, buying an estimated $218K and bringing the position to 38,375 shares worth $681K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Merit Financial Group first reported a position in SHC in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Merit Financial Group held 38,375 shares of Sotera Health worth $681K as of Q2 2026.
  • Merit Financial Group bought 13,845 Sotera Health shares in Q2 2026, an estimated $218K.
  • Sotera Health made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1311 holding.
  • Merit Financial Group first reported a position in Sotera Health in Q4 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.