Summit Securities Group’s Sotera Health SHC Stock Holding History

Summit Securities Group’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
2025 Q2	–	Sell	-5,712	Closed	-$66.6K	–	1396
2025 Q1	$66.6K	Buy	+5,712	New	+$73.5K	0.01%	277

Other funds holding SHC

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Summit Securities Group's SHC Position: Q2 2025 in Review

Summit Securities Group sold out of Sotera Health (SHC) in Q2 2025, closing a stake of 5,712 shares — an estimated $66.6K sold.

Summit Securities Group first reported a position in SHC in Q1 2025 and held it in 1 quarter. The position peaked at $66.6K in Q1 2025. 223 funds tracked by Wall St. Rank hold SHC as of Q2 2025.

Summit Securities Group reported no remaining Sotera Health position as of Q2 2025 after selling out during the quarter.
Summit Securities Group sold 5,712 Sotera Health shares in Q2 2025, an estimated $66.6K.
Summit Securities Group first reported a position in Sotera Health in Q1 2025 and held it in 1 quarter.
Summit Securities Group's Sotera Health position peaked at $66.6K in Q1 2025.
223 funds tracked by Wall St. Rank held Sotera Health as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.