OF
SHC icon

Optimize Financial’s Sotera Health SHC Stock Holding History

Optimize Financial’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
Q3 		– Sell
-14,443
Closed -$161K – 416
2025
Q2 		$161K Sell
14,443
-102
-0.7% -$1.2K 0.1% 217
2025
Q1 		$170K Buy
14,545
+1,041
+8% +$13.4K 0.12% 202
2024
Q4 		$185K Buy
+13,504
New +$196K 0.14% 218

Other funds holding SHC

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Optimize Financial's SHC Position: Q3 2025 in Review

Optimize Financial sold out of Sotera Health (SHC) in Q3 2025, closing a stake of 14,443 shares — an estimated $161K sold.

Optimize Financial first reported a position in SHC in Q4 2024 and held it in 3 quarters. The position peaked at $185K in Q4 2024. 244 funds tracked by Wall St. Rank hold SHC as of Q3 2025.

  • Optimize Financial reported no remaining Sotera Health position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 14,443 Sotera Health shares in Q3 2025, an estimated $161K.
  • Optimize Financial first reported a position in Sotera Health in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Sotera Health position peaked at $185K in Q4 2024.
  • 244 funds tracked by Wall St. Rank held Sotera Health as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.