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 Q3	$3.69M	Buy	225,596 +78,820	+54%	+$1.45M	0.01%	1274
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

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Wealth Enhancement Advisory Services's SHC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Sotera Health (SHC) stake by 54% in Q3 2026, buying an estimated $1.45M and bringing the position to 225,596 shares worth $3.69M. The position accounts for 0.01% of the portfolio, ranked #1274.

Wealth Enhancement Advisory Services first reported a position in SHC in Q3 2024 and has held it in 6 quarters since. 149 funds tracked by Wall St. Rank hold SHC as of Q3 2026.

Wealth Enhancement Advisory Services held 225,596 shares of Sotera Health worth $3.69M as of Q3 2026.
Wealth Enhancement Advisory Services bought 78,820 Sotera Health shares in Q3 2026, an estimated $1.45M.
Sotera Health made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1274 holding.
Wealth Enhancement Advisory Services first reported a position in Sotera Health in Q3 2024 and has held it in 6 quarters since.
149 funds tracked by Wall St. Rank held Sotera Health as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.