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Pinnacle Wealth Planning Services’s Sotera Health SHC Stock Holding History

Pinnacle Wealth Planning Services’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 		$834 Hold
47
– – ﹤0.01% 2603
2026
Q1 		$674 Buy
47
+12
+34% +$199 ﹤0.01% 2600
2025
Q4 		$617 Buy
+35
New +$579 ﹤0.01% 2632

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

Pinnacle Wealth Planning Services's SHC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Sotera Health (SHC) position steady in Q2 2026 at 47 shares worth $834. The position accounts for ﹤0.01% of the portfolio, ranked #2603.

Pinnacle Wealth Planning Services first reported a position in SHC in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 47 shares of Sotera Health worth $834 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Sotera Health share count unchanged in Q2 2026.
  • Sotera Health made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2603 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sotera Health in Q4 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.