Vanguard Personalized Indexing Management
SHC icon

Vanguard Personalized Indexing Management’s Sotera Health SHC Stock Holding History

Vanguard Personalized Indexing Management’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 		$421K Buy
23,704
+4,398
+23% +$69.3K ﹤0.01% 1508
2026
Q1 		$277K Sell
19,306
-334
-2% -$5.54K ﹤0.01% 1653
2025
Q4 		$346K Buy
19,640
+1,253
+7% +$20.7K ﹤0.01% 1442
2025
Q3 		$289K Buy
18,387
+509
+3% +$7.15K ﹤0.01% 1522
2025
Q2 		$199K Buy
17,878
+4,951
+38% +$58K ﹤0.01% 1637
2025
Q1 		$151K Sell
12,927
-386
-3% -$4.97K ﹤0.01% 1560
2024
Q4 		$182K Sell
13,313
-954
-7% -$13.8K ﹤0.01% 1541
2024
Q3 		$238K Buy
14,267
+990
+7% +$14.5K ﹤0.01% 1455
2024
Q2 		$158K Buy
+13,277
New +$152K ﹤0.01% 1486
2023
Q4 		– Sell
-38,894
Closed -$583K – 1624
2023
Q3 		$583K Sell
38,894
-244
-0.6% -$4.12K 0.02% 816
2023
Q2 		$737K Sell
39,138
-246
-0.6% -$3.91K 0.02% 726
2023
Q1 		$705K Buy
39,384
+1,640
+4% +$27.4K 0.02% 705
2022
Q4 		$314K Buy
+37,744
New +$282K 0.01% 964
2022
Q3 		– Sell
-17,394
Closed -$341K – 1296
2022
Q2 		$341K Buy
+17,394
New +$364K 0.02% 943

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

Vanguard Personalized Indexing Management's SHC Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Sotera Health (SHC) stake by 23% in Q2 2026, buying an estimated $69.3K and bringing the position to 23,704 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Vanguard Personalized Indexing Management first reported a position in SHC in Q2 2022 and has held it in 14 quarters since. The position peaked at $737K in Q2 2023. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Vanguard Personalized Indexing Management held 23,704 shares of Sotera Health worth $421K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 4,398 Sotera Health shares in Q2 2026, an estimated $69.3K.
  • Sotera Health made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1508 holding.
  • Vanguard Personalized Indexing Management first reported a position in Sotera Health in Q2 2022 and has held it in 14 quarters since.
  • Vanguard Personalized Indexing Management's Sotera Health position peaked at $737K in Q2 2023.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.