New Age Alpha Advisors’s Sotera Health SHC Stock Holding History

New Age Alpha Advisors’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
2025 Q4	–	Sell	-12,499	Closed	-$197K	–	902
2025 Q3	$197K	Sell	12,499 -221	-2%	-$3.1K	0.01%	639
2025 Q2	$141K	Buy	+12,720	New	+$149K	0.01%	683

Other funds holding SHC

Warburg Pincus New York $187M AUM 34% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

GTCR LLC Chicago, Illinois $3.91B AUM 14.64% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

New Age Alpha Advisors's SHC Position: Q4 2025 in Review

New Age Alpha Advisors sold out of Sotera Health (SHC) in Q4 2025, closing a stake of 12,499 shares — an estimated $197K sold.

New Age Alpha Advisors first reported a position in SHC in Q2 2025 and held it in 2 quarters. The position peaked at $197K in Q3 2025. 285 funds tracked by Wall St. Rank hold SHC as of Q4 2025.

New Age Alpha Advisors reported no remaining Sotera Health position as of Q4 2025 after selling out during the quarter.
New Age Alpha Advisors sold 12,499 Sotera Health shares in Q4 2025, an estimated $197K.
New Age Alpha Advisors first reported a position in Sotera Health in Q2 2025 and held it in 2 quarters.
New Age Alpha Advisors's Sotera Health position peaked at $197K in Q3 2025.
285 funds tracked by Wall St. Rank held Sotera Health as of Q4 2025.

Based on New Age Alpha Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.