Principal Financial Group
SHC icon

Principal Financial Group’s Sotera Health SHC Stock Holding History

Principal Financial Group’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 		$10.7M Buy
602,481
+82,272
+16% +$1.3M 0.01% 1368
2026
Q1 		$7.46M Buy
520,209
+74,217
+17% +$1.23M ﹤0.01% 1472
2025
Q4 		$7.87M Buy
445,992
+54,545
+14% +$902K ﹤0.01% 1440
2025
Q3 		$6.16M Buy
391,447
+43,337
+12% +$608K ﹤0.01% 1507
2025
Q2 		$3.87M Sell
348,110
-4,278
-1% -$50.1K ﹤0.01% 1661
2025
Q1 		$4.11M Buy
352,388
+1,037
+0.3% +$13.3K ﹤0.01% 1617
2024
Q4 		$4.81M Sell
351,351
-2,674
-0.8% -$38.8K ﹤0.01% 1603
2024
Q3 		$5.91M Sell
354,025
-60,807
-15% -$888K ﹤0.01% 1506
2024
Q2 		$4.92M Sell
414,832
-53,668
-11% -$613K ﹤0.01% 1556
2024
Q1 		$5.63M Buy
468,500
+101,430
+28% +$1.51M ﹤0.01% 1528
2023
Q4 		$6.19M Sell
367,070
-885
-0.2% -$12.5K ﹤0.01% 1491
2023
Q3 		$5.51M Sell
367,955
-7,971
-2% -$134K ﹤0.01% 1502
2023
Q2 		$7.08M Sell
375,926
-15,853
-4% -$252K ﹤0.01% 1405
2023
Q1 		$7.02M Buy
391,779
+1,044
+0.3% +$17.4K 0.01% 1413
2022
Q4 		$3.25M Buy
390,735
+3,900
+1% +$29.1K ﹤0.01% 1668
2022
Q3 		$2.64M Sell
386,835
-6,556
-2% -$109K ﹤0.01% 1671
2022
Q2 		$7.71M Buy
393,391
+383,598
+3,917% +$8.04M 0.01% 1390
2022
Q1 		$212K Sell
9,793
-957
-9% -$20.3K ﹤0.01% 2324
2021
Q4 		$253K Buy
10,750
+541
+5% +$12.9K ﹤0.01% 2294
2021
Q3 		$267K Buy
10,209
+1,677
+20% +$40.6K ﹤0.01% 2345
2021
Q2 		$207K Buy
+8,532
New +$210K ﹤0.01% 2470

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

Principal Financial Group's SHC Position: Q2 2026 in Review

Principal Financial Group increased its Sotera Health (SHC) stake by 16% in Q2 2026, buying an estimated $1.3M and bringing the position to 602,481 shares worth $10.7M. The position accounts for 0.01% of the portfolio, ranked #1368.

Principal Financial Group first reported a position in SHC in Q2 2021 and has held it in 21 quarters since. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Principal Financial Group held 602,481 shares of Sotera Health worth $10.7M as of Q2 2026.
  • Principal Financial Group bought 82,272 Sotera Health shares in Q2 2026, an estimated $1.3M.
  • Sotera Health made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1368 holding.
  • Principal Financial Group first reported a position in Sotera Health in Q2 2021 and has held it in 21 quarters since.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.