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Private Wealth Management Group’s Sotera Health SHC Stock Holding History

Private Wealth Management 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 		$870 Hold
49
– – ﹤0.01% 1325
2026
Q1 		$703 Hold
49
– – ﹤0.01% 1311
2025
Q4 		$865 Hold
49
– – ﹤0.01% 1300
2025
Q3 		$771 Hold
49
– – ﹤0.01% 1339
2025
Q2 		$545 Hold
49
– – ﹤0.01% 1415
2025
Q1 		$572 Hold
49
– – ﹤0.01% 1378
2024
Q4 		$671 Hold
49
– – ﹤0.01% 1386
2024
Q3 		$819 Hold
49
– – ﹤0.01% 1338
2024
Q2 		$582 Hold
49
– – ﹤0.01% 1408
2024
Q1 		$589 Hold
49
– – ﹤0.01% 1403
2023
Q4 		$826 Buy
+49
New +$694 ﹤0.01% 1345

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

Private Wealth Management Group's SHC Position: Q2 2026 in Review

Private Wealth Management Group held its Sotera Health (SHC) position steady in Q2 2026 at 49 shares worth $870. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Private Wealth Management Group first reported a position in SHC in Q4 2023 and has held it in 11 quarters since. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Private Wealth Management Group held 49 shares of Sotera Health worth $870 as of Q2 2026.
  • Private Wealth Management Group left its Sotera Health share count unchanged in Q2 2026.
  • Sotera Health made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1325 holding.
  • Private Wealth Management Group first reported a position in Sotera Health in Q4 2023 and has held it in 11 quarters since.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.