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Wealthspire Advisors (New York)’s Sotera Health SHC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-450
Closed -$7.08K – 2567
2025
Q3 		$7.08K Buy
+450
New +$6.32K ﹤0.01% 2191

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SHCM
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Wealthspire Advisors (New York)'s SHC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Sotera Health (SHC) in Q4 2025, closing a stake of 450 shares — an estimated $7.08K sold.

Wealthspire Advisors (New York) first reported a position in SHC in Q3 2025 and held it in 1 quarter. The position peaked at $7.08K in Q3 2025. 285 funds tracked by Wall St. Rank hold SHC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Sotera Health position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 450 Sotera Health shares in Q4 2025, an estimated $7.08K.
  • Wealthspire Advisors (New York) first reported a position in Sotera Health in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Sotera Health position peaked at $7.08K in Q3 2025.
  • 285 funds tracked by Wall St. Rank held Sotera Health as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.