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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
Q3 		$37.3K Buy
2,019
+137
+7% +$2.53K 0.01% 612
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

TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's SHC Position: Q3 2026 in Review

True Wealth Design increased its Sotera Health (SHC) stake by 7.3% in Q3 2026, buying an estimated $2.53K and bringing the position to 2,019 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #612.

True Wealth Design first reported a position in SHC in Q3 2024 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold SHC as of Q3 2026.

  • True Wealth Design held 2,019 shares of Sotera Health worth $37.3K as of Q3 2026.
  • True Wealth Design bought 137 Sotera Health shares in Q3 2026, an estimated $2.53K.
  • Sotera Health made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #612 holding.
  • True Wealth Design first reported a position in Sotera Health in Q3 2024 and has held it in 8 quarters since.
  • 15 funds tracked by Wall St. Rank held Sotera Health as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.