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Principal Securities’s Sotera Health SHC Stock Holding History

Principal Securities’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
Q4 		– Sell
-290
Closed -$4.56K – 3155
2025
Q3 		$4.56K Hold
290
– – ﹤0.01% 2994
2025
Q2 		$3.23K Sell
290
-201
-41% -$2.35K ﹤0.01% 3000
2025
Q1 		$6.72K Hold
491
– – ﹤0.01% 2676
2024
Q4 		$6.72K Buy
491
+66
+16% +$957 ﹤0.01% 2673
2024
Q3 		$7.1K Sell
425
-21
-5% -$307 ﹤0.01% 2561
2024
Q2 		$5.29K Hold
446
– – ﹤0.01% 2621
2024
Q1 		$5.36K Buy
446
+17
+4% +$253 ﹤0.01% 2582
2023
Q4 		$7.23K Buy
+429
New +$6.08K ﹤0.01% 2398

Other funds holding SHC

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 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
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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Principal Securities's SHC Position: Q4 2025 in Review

Principal Securities sold out of Sotera Health (SHC) in Q4 2025, closing a stake of 290 shares — an estimated $4.56K sold.

Principal Securities first reported a position in SHC in Q4 2023 and held it in 8 quarters. The position peaked at $7.23K in Q4 2023. 285 funds tracked by Wall St. Rank hold SHC as of Q4 2025.

  • Principal Securities reported no remaining Sotera Health position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 290 Sotera Health shares in Q4 2025, an estimated $4.56K.
  • Principal Securities first reported a position in Sotera Health in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Sotera Health position peaked at $7.23K in Q4 2023.
  • 285 funds tracked by Wall St. Rank held Sotera Health as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.