Morgan Stanley
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Morgan Stanley’s Sotera Health SHC Stock Holding History

Morgan Stanley’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 		$54.6M Buy
3,075,334
+1,012,853
+49% +$16M ﹤0.01% 2138
2026
Q1 		$29.6M Buy
2,062,481
+1,039,129
+102% +$17.3M ﹤0.01% 2593
2025
Q4 		$18.1M Sell
1,023,352
-961,791
-48% -$15.9M ﹤0.01% 3040
2025
Q3 		$31.2M Sell
1,985,143
-119,297
-6% -$1.67M ﹤0.01% 2453
2025
Q2 		$23.4M Buy
2,104,440
+542,770
+35% +$6.36M ﹤0.01% 2646
2025
Q1 		$18.2M Sell
1,561,670
-191,984
-11% -$2.47M ﹤0.01% 2783
2024
Q4 		$24M Buy
1,753,654
+271,188
+18% +$3.93M ﹤0.01% 2580
2024
Q3 		$24.8M Buy
1,482,466
+579,056
+64% +$8.46M ﹤0.01% 2576
2024
Q2 		$10.7M Sell
903,410
-265,262
-23% -$3.03M ﹤0.01% 3271
2024
Q1 		$14M Buy
1,168,672
+145,226
+14% +$2.16M ﹤0.01% 3054
2023
Q4 		$17.2M Buy
1,023,446
+624,116
+156% +$8.84M ﹤0.01% 3471
2023
Q3 		$5.98M Buy
399,330
+16,097
+4% +$272K ﹤0.01% 3595
2023
Q2 		$7.22M Sell
383,233
-62,685
-14% -$996K ﹤0.01% 3471
2023
Q1 		$7.99M Sell
445,918
-1,150,945
-72% -$19.2M ﹤0.01% 3357
2022
Q4 		$13.3M Buy
1,596,863
+291,140
+22% +$2.17M ﹤0.01% 2774
2022
Q3 		$8.9M Buy
1,305,723
+243,093
+23% +$4.04M ﹤0.01% 3103
2022
Q2 		$20.8M Buy
1,062,630
+943,958
+795% +$19.8M ﹤0.01% 2256
2022
Q1 		$2.57M Sell
118,672
-270,179
-69% -$5.73M ﹤0.01% 4333
2021
Q4 		$9.16M Buy
388,851
+192,935
+98% +$4.62M ﹤0.01% 3036
2021
Q3 		$5.12M Sell
195,916
-285,235
-59% -$6.9M ﹤0.01% 3668
2021
Q2 		$11.7M Buy
481,151
+430,628
+852% +$10.6M ﹤0.01% 2809
2021
Q1 		$1.26M Buy
50,523
+46,671
+1,212% +$1.23M ﹤0.01% 4580
2020
Q4 		$106K Buy
+3,852
New +$103K ﹤0.01% 5884

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

Morgan Stanley's SHC Position: Q2 2026 in Review

Morgan Stanley increased its Sotera Health (SHC) stake by 49% in Q2 2026, buying an estimated $16M and bringing the position to 3,075,334 shares worth $54.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

Morgan Stanley first reported a position in SHC in Q4 2020 and has held it in 23 quarters since. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Morgan Stanley held 3,075,334 shares of Sotera Health worth $54.6M as of Q2 2026.
  • Morgan Stanley bought 1,012,853 Sotera Health shares in Q2 2026, an estimated $16M.
  • Sotera Health made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2138 holding.
  • Morgan Stanley first reported a position in Sotera Health in Q4 2020 and has held it in 23 quarters since.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.