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Wealth Preservation Advisors’s Sotera Health SHC Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-814
Closed -$11.7K – 805
2026
Q1 		$11.7K Buy
+814
New +$13.5K 0.01% 391

Other funds holding SHC

SC
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Wealth Preservation Advisors's SHC Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Sotera Health (SHC) in Q2 2026, closing a stake of 814 shares — an estimated $11.7K sold.

Wealth Preservation Advisors first reported a position in SHC in Q1 2026 and held it in 1 quarter. The position peaked at $11.7K in Q1 2026. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Sotera Health position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 814 Sotera Health shares in Q2 2026, an estimated $11.7K.
  • Wealth Preservation Advisors first reported a position in Sotera Health in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Sotera Health position peaked at $11.7K in Q1 2026.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.