Stifel Financial
SHC icon

Stifel Financial’s Sotera Health SHC Stock Holding History

Stifel Financial’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
Q1 		$590K Buy
41,175
+7,000
+20% +$116K ﹤0.01% 2767
2025
Q4 		$603K Buy
34,175
+3,155
+10% +$52.2K ﹤0.01% 2759
2025
Q3 		$488K Buy
31,020
+620
+2% +$8.7K ﹤0.01% 2832
2025
Q2 		$338K Buy
+30,400
New +$356K ﹤0.01% 2981
2021
Q1 		– Sell
-20,005
Closed -$549K – 3283
2020
Q4 		$549K Buy
+20,005
New +$537K ﹤0.01% 2262

Other funds holding SHC

DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Stifel Financial's SHC Position: Q1 2026 in Review

Stifel Financial increased its Sotera Health (SHC) stake by 20% in Q1 2026, buying an estimated $116K and bringing the position to 41,175 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

Stifel Financial first reported a position in SHC in Q4 2020 and has held it in 5 quarters since. The position peaked at $603K in Q4 2025. 296 funds tracked by Wall St. Rank hold SHC as of Q1 2026.

  • Stifel Financial held 41,175 shares of Sotera Health worth $590K as of Q1 2026.
  • Stifel Financial bought 7,000 Sotera Health shares in Q1 2026, an estimated $116K.
  • Sotera Health made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2767 holding.
  • Stifel Financial first reported a position in Sotera Health in Q4 2020 and has held it in 5 quarters since.
  • Stifel Financial's Sotera Health position peaked at $603K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Sotera Health as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.