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Summit Trail Advisors’s Sotera Health SHC Stock Holding History

Summit Trail Advisors’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 		$1.83M Sell
102,986
-4,507
-4% -$71K 0.02% 665
2026
Q1 		$1.54M Buy
107,493
+40,716
+61% +$676K 0.02% 709
2025
Q4 		$1.18M Buy
66,777
+8,241
+14% +$136K 0.02% 725
2025
Q3 		$921K Sell
58,536
-81,199
-58% -$1.14M 0.01% 877
2025
Q2 		$1.55M Buy
+139,735
New +$1.64M 0.03% 331

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

Summit Trail Advisors's SHC Position: Q2 2026 in Review

Summit Trail Advisors reduced its Sotera Health (SHC) stake by 4.2% in Q2 2026, selling an estimated $71K and leaving 102,986 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #665.

Summit Trail Advisors 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.

  • Summit Trail Advisors held 102,986 shares of Sotera Health worth $1.83M as of Q2 2026.
  • Summit Trail Advisors sold 4,507 Sotera Health shares in Q2 2026, an estimated $71K.
  • Sotera Health made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #665 holding.
  • Summit Trail Advisors 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 Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.