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 Q2	$4.92M	Buy	277,341 +236,166	+574%	+$3.72M	﹤0.01%	1417
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

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

Stifel Financial's SHC Position: Q2 2026 in Review

Stifel Financial increased its Sotera Health (SHC) stake by 574% in Q2 2026, buying an estimated $3.72M and bringing the position to 277,341 shares worth $4.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Stifel Financial first reported a position in SHC in Q4 2020 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

Stifel Financial held 277,341 shares of Sotera Health worth $4.92M as of Q2 2026.
Stifel Financial bought 236,166 Sotera Health shares in Q2 2026, an estimated $3.72M.
Sotera Health made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1417 holding.
Stifel Financial first reported a position in Sotera Health in Q4 2020 and has held it in 6 quarters since.
320 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.