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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
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

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

VisionPoint Advisory Group's SHC Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Sotera Health (SHC) stake by 57% in Q2 2026, selling an estimated $920K and leaving 44,533 shares worth $790K. The position accounts for 0.13% of the portfolio, ranked #183.

VisionPoint Advisory Group first reported a position in SHC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.48M in Q1 2026. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • VisionPoint Advisory Group held 44,533 shares of Sotera Health worth $790K as of Q2 2026.
  • VisionPoint Advisory Group sold 58,401 Sotera Health shares in Q2 2026, an estimated $920K.
  • Sotera Health made up 0.13% of VisionPoint Advisory Group's portfolio in Q2 2026, its #183 holding.
  • VisionPoint Advisory Group first reported a position in Sotera Health in Q1 2026 and has held it in 2 quarters since.
  • VisionPoint Advisory Group's Sotera Health position peaked at $1.48M in Q1 2026.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.