Wealth Enhancement Advisory Services’s Sotera Health SHC Stock Holding History

Wealth Enhancement Advisory Services’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	$2.34M	Buy	146,776 +60,923	+71%	+$960K	﹤0.01%	1474
2026 Q1	$1.13M	Buy	85,853 +26,011	+43%	+$432K	﹤0.01%	1717
2025 Q4	$1.13M	Buy	+59,842	New	+$990K	﹤0.01%	1876
2025 Q1	–	Sell	-29,123	Closed	-$398K	–	3139
2024 Q4	$398K	Sell	29,123 -21,770	-43%	-$316K	﹤0.01%	2157
2024 Q3	$850K	Buy	+50,893	New	+$743K	﹤0.01%	1488

Other funds holding SHC

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services's SHC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Sotera Health (SHC) stake by 71% in Q2 2026, buying an estimated $960K and bringing the position to 146,776 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Wealth Enhancement Advisory Services first reported a position in SHC in Q3 2024 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

Wealth Enhancement Advisory Services held 146,776 shares of Sotera Health worth $2.34M as of Q2 2026.
Wealth Enhancement Advisory Services bought 60,923 Sotera Health shares in Q2 2026, an estimated $960K.
Sotera Health made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1474 holding.
Wealth Enhancement Advisory Services first reported a position in Sotera Health in Q3 2024 and has held it in 5 quarters since.
36 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.