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True Wealth Design’s Sotera Health SHC Stock Holding History

True Wealth Design’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 		$33.4K Buy
1,882
+747
+66% +$11.8K 0.01% 635
2026
Q1 		$16.3K Sell
1,135
-695
-38% -$11.5K ﹤0.01% 795
2025
Q4 		$32.3K Buy
1,830
+1,456
+389% +$24.1K 0.01% 459
2025
Q3 		$5.88K Buy
374
+345
+1,190% +$4.84K ﹤0.01% 1020
2025
Q2 		$323 Buy
29
+21
+263% +$246 ﹤0.01% 1901
2025
Q1 		$94 Buy
+8
New +$103 ﹤0.01% 2215
2024
Q4 		– Sell
-1,946
Closed -$32.5K – 1498
2024
Q3 		$32.5K Buy
+1,946
New +$28.4K 0.01% 225

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

True Wealth Design's SHC Position: Q2 2026 in Review

True Wealth Design increased its Sotera Health (SHC) stake by 66% in Q2 2026, buying an estimated $11.8K and bringing the position to 1,882 shares worth $33.4K. The position accounts for 0.01% of the portfolio, ranked #635.

True Wealth Design first reported a position in SHC in Q3 2024 and has held it in 7 quarters since. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • True Wealth Design held 1,882 shares of Sotera Health worth $33.4K as of Q2 2026.
  • True Wealth Design bought 747 Sotera Health shares in Q2 2026, an estimated $11.8K.
  • Sotera Health made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #635 holding.
  • True Wealth Design first reported a position in Sotera Health in Q3 2024 and has held it in 7 quarters since.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.