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Steward Partners Investment Advisory’s Sotera Health SHC Stock Holding History

Steward Partners Investment Advisory’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 		$2.65K Buy
149
+118
+381% +$1.86K ﹤0.01% 4169
2026
Q1 		$445 Hold
31
– – ﹤0.01% 4271
2025
Q4 		$547 Hold
31
– – ﹤0.01% 4146
2025
Q3 		$488 Hold
31
– – ﹤0.01% 4124
2025
Q2 		$345 Buy
+31
New +$363 ﹤0.01% 3997

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

Steward Partners Investment Advisory's SHC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Sotera Health (SHC) stake by 381% in Q2 2026, buying an estimated $1.86K and bringing the position to 149 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #4169.

Steward Partners Investment Advisory first reported a position in SHC in Q2 2025 and has held it in 5 quarters since. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Steward Partners Investment Advisory held 149 shares of Sotera Health worth $2.65K as of Q2 2026.
  • Steward Partners Investment Advisory bought 118 Sotera Health shares in Q2 2026, an estimated $1.86K.
  • Sotera Health made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4169 holding.
  • Steward Partners Investment Advisory first reported a position in Sotera Health in Q2 2025 and has held it in 5 quarters since.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.