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

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

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. 320 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.
320 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.