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Root Financial Partners’s Sotera Health SHC Stock Holding History

Root Financial Partners’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 		– Sell
-2,124
Closed -$30.5K – 2693
2026
Q1 		$30.5K Buy
2,124
+1,455
+217% +$24.2K ﹤0.01% 1114
2025
Q4 		$11.8K Buy
669
+85
+15% +$1.41K ﹤0.01% 1431
2025
Q3 		$9.19K Buy
+584
New +$8.2K ﹤0.01% 1484

Other funds holding SHC

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
BAM
Broyhill Asset Management Charlotte, North Carolina $112M AUM 12.88% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Root Financial Partners's SHC Position: Q2 2026 in Review

Root Financial Partners sold out of Sotera Health (SHC) in Q2 2026, closing a stake of 2,124 shares — an estimated $30.5K sold.

Root Financial Partners first reported a position in SHC in Q3 2025 and held it in 3 quarters. The position peaked at $30.5K in Q1 2026. 69 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Root Financial Partners reported no remaining Sotera Health position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,124 Sotera Health shares in Q2 2026, an estimated $30.5K.
  • Root Financial Partners first reported a position in Sotera Health in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Sotera Health position peaked at $30.5K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.