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Venturi Wealth Management’s Sotera Health SHC Stock Holding History

Venturi Wealth 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
2025
Q1 		– Sell
-1,556
Closed -$21.3K – 1595
2024
Q4 		$21.3K Buy
+1,556
New +$22.6K ﹤0.01% 1243

Other funds holding SHC

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
GL
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
T. Rowe Price Investment Management
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
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Venturi Wealth Management's SHC Position: Q1 2025 in Review

Venturi Wealth Management sold out of Sotera Health (SHC) in Q1 2025, closing a stake of 1,556 shares — an estimated $21.3K sold.

Venturi Wealth Management first reported a position in SHC in Q4 2024 and held it in 1 quarter. The position peaked at $21.3K in Q4 2024. 205 funds tracked by Wall St. Rank hold SHC as of Q1 2025.

  • Venturi Wealth Management reported no remaining Sotera Health position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,556 Sotera Health shares in Q1 2025, an estimated $21.3K.
  • Venturi Wealth Management first reported a position in Sotera Health in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Sotera Health position peaked at $21.3K in Q4 2024.
  • 205 funds tracked by Wall St. Rank held Sotera Health as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.