VAG
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VisionPoint Advisory Group’s Sotera Health SHC Stock Holding History

VisionPoint Advisory Group’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 		$586K Sell
31,667
-12,866
-29% -$237K 0.09% 217
2026
Q2 		$790K Sell
44,533
-58,401
-57% -$920K 0.13% 183
2026
Q1 		$1.48M Buy
+102,934
New +$1.71M 0.28% 89

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
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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

VisionPoint Advisory Group's SHC Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Sotera Health (SHC) stake by 29% in Q3 2026, selling an estimated $237K and leaving 31,667 shares worth $586K. The position accounts for 0.09% of the portfolio, ranked #217.

VisionPoint Advisory Group first reported a position in SHC in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.48M in Q1 2026. 15 funds tracked by Wall St. Rank hold SHC as of Q3 2026.

  • VisionPoint Advisory Group held 31,667 shares of Sotera Health worth $586K as of Q3 2026.
  • VisionPoint Advisory Group sold 12,866 Sotera Health shares in Q3 2026, an estimated $237K.
  • Sotera Health made up 0.09% of VisionPoint Advisory Group's portfolio in Q3 2026, its #217 holding.
  • VisionPoint Advisory Group first reported a position in Sotera Health in Q1 2026 and has held it in 3 quarters since.
  • VisionPoint Advisory Group's Sotera Health position peaked at $1.48M in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Sotera Health as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.