Waddell & Associates’s Sotera Health SHC Stock Holding History

Waddell & Associates’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	$314K	Buy	17,667 +2,669	+18%	+$42.1K	0.02%	390
2026 Q1	$215K	Buy	+14,998	New	+$249K	0.01%	405

Other funds holding SHC

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Waddell & Associates's SHC Position: Q2 2026 in Review

Waddell & Associates increased its Sotera Health (SHC) stake by 18% in Q2 2026, buying an estimated $42.1K and bringing the position to 17,667 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #390.

Waddell & Associates first reported a position in SHC in Q1 2026 and has held it in 2 quarters since. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

Waddell & Associates held 17,667 shares of Sotera Health worth $314K as of Q2 2026.
Waddell & Associates bought 2,669 Sotera Health shares in Q2 2026, an estimated $42.1K.
Sotera Health made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #390 holding.
Waddell & Associates first reported a position in Sotera Health in Q1 2026 and has held it in 2 quarters since.
316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.