NAM
SHC icon

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
Q3 		$337K Sell
18,894
-648
-3% -$12K 0.01% 778
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

TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

NorthCrest Asset Manangement's SHC Position: Q3 2026 in Review

NorthCrest Asset Manangement reduced its Sotera Health (SHC) stake by 3.3% in Q3 2026, selling an estimated $12K and leaving 18,894 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #778.

NorthCrest Asset Manangement first reported a position in SHC in Q4 2025 and has held it in 4 quarters since. The position peaked at $359K in Q2 2026. 16 funds tracked by Wall St. Rank hold SHC as of Q3 2026.

  • NorthCrest Asset Manangement held 18,894 shares of Sotera Health worth $337K as of Q3 2026.
  • NorthCrest Asset Manangement sold 648 Sotera Health shares in Q3 2026, an estimated $12K.
  • Sotera Health made up 0.01% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #778 holding.
  • NorthCrest Asset Manangement first reported a position in Sotera Health in Q4 2025 and has held it in 4 quarters since.
  • NorthCrest Asset Manangement's Sotera Health position peaked at $359K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Sotera Health as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.