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

Wealth Enhancement Trust 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 		$13.5K Buy
759
+747
+6,225% +$11.8K ﹤0.01% 685
2026
Q1 		$172 Hold
12
– – ﹤0.01% 769
2025
Q4 		$212 Buy
+12
New +$198 ﹤0.01% 717

Other funds holding SHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Sotera Health (SHC) stake by 6,225% in Q2 2026, buying an estimated $11.8K and bringing the position to 759 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Wealth Enhancement Trust Services first reported a position in SHC in Q4 2025 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Wealth Enhancement Trust Services held 759 shares of Sotera Health worth $13.5K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 747 Sotera Health shares in Q2 2026, an estimated $11.8K.
  • Sotera Health made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #685 holding.
  • Wealth Enhancement Trust Services first reported a position in Sotera Health in Q4 2025 and has held it in 3 quarters since.
  • 223 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

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