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NorthCrest Asset Manangement’s Sotera Health SHC Stock Holding History

NorthCrest Asset Manangement’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 		$359K Buy
19,542
+9,281
+90% +$146K 0.01% 670
2026
Q1 		$154K Buy
10,261
+235
+2% +$3.9K ﹤0.01% 739
2025
Q4 		$183K Buy
+10,026
New +$166K ﹤0.01% 791

Other funds holding SHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

NorthCrest Asset Manangement's SHC Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Sotera Health (SHC) stake by 90% in Q2 2026, buying an estimated $146K and bringing the position to 19,542 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #670.

NorthCrest Asset Manangement first reported a position in SHC in Q4 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • NorthCrest Asset Manangement held 19,542 shares of Sotera Health worth $359K as of Q2 2026.
  • NorthCrest Asset Manangement bought 9,281 Sotera Health shares in Q2 2026, an estimated $146K.
  • Sotera Health made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #670 holding.
  • NorthCrest Asset Manangement first reported a position in Sotera Health in Q4 2025 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.