Root Financial Partners
SHC icon

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
Q3 		$66.8K Buy
+3,615
New +$66.7K ﹤0.01% 934
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Sculptor Capital
Sculptor Capital New York $10.4B AUM 27.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's SHC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Sotera Health (SHC) in Q3 2026: 3,615 shares worth $66.8K. The stake represents ﹤0.01% of the portfolio and ranks #934 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SHC as recently as Q1 2026.

Root Financial Partners first reported a position in SHC in Q3 2025 and has held it in 4 quarters since. 261 funds tracked by Wall St. Rank hold SHC as of Q3 2026.

  • Root Financial Partners held 3,615 shares of Sotera Health worth $66.8K as of Q3 2026.
  • Sotera Health was a new Root Financial Partners position in Q3 2026.
  • Sotera Health made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #934 holding.
  • Root Financial Partners first reported a position in Sotera Health in Q3 2025 and has held it in 4 quarters since.
  • 261 funds tracked by Wall St. Rank held Sotera Health as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.