SMA Capital’s Sotera Health SHC Stock Holding History

SMA Capital’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	$11.3K	Buy	639 +256	+67%	+$4.04K	﹤0.01%	98
2026 Q1	$5.49K	Buy	+383	New	+$6.36K	﹤0.01%	89

Other funds holding SHC

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

SMA Capital's SHC Position: Q2 2026 in Review

SMA Capital increased its Sotera Health (SHC) stake by 67% in Q2 2026, buying an estimated $4.04K and bringing the position to 639 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #98.

SMA Capital first reported a position in SHC in Q1 2026 and has held it in 2 quarters since. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

SMA Capital held 639 shares of Sotera Health worth $11.3K as of Q2 2026.
SMA Capital bought 256 Sotera Health shares in Q2 2026, an estimated $4.04K.
Sotera Health made up ﹤0.01% of SMA Capital's portfolio in Q2 2026, its #98 holding.
SMA Capital first reported a position in Sotera Health in Q1 2026 and has held it in 2 quarters since.
316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.