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Rothschild Investment LLC’s Sotera Health SHC Stock Holding History

Rothschild Investment LLC’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 		$573K Buy
32,287
+27,425
+564% +$432K 0.02% 560
2026
Q1 		$69.7K Buy
4,862
+3,339
+219% +$55.4K ﹤0.01% 1023
2025
Q4 		$26.9K Buy
+1,523
New +$25.2K ﹤0.01% 1223

Other funds holding SHC

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Rothschild Investment LLC's SHC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Sotera Health (SHC) stake by 564% in Q2 2026, buying an estimated $432K and bringing the position to 32,287 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #560.

Rothschild Investment LLC first reported a position in SHC in Q4 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Rothschild Investment LLC held 32,287 shares of Sotera Health worth $573K as of Q2 2026.
  • Rothschild Investment LLC bought 27,425 Sotera Health shares in Q2 2026, an estimated $432K.
  • Sotera Health made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #560 holding.
  • Rothschild Investment LLC first reported a position in Sotera Health in Q4 2025 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.