WPC
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Wedmont Private Capital’s Sotera Health SHC Stock Holding History

Wedmont Private Capital’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 		$201K Sell
11,247
-369
-3% -$6.81K ﹤0.01% 970
2026
Q2 		$214K Buy
11,616
+473
+4% +$7.46K 0.01% 891
2026
Q1 		$170K Sell
11,143
-589
-5% -$9.78K 0.01% 819
2025
Q4 		$221K Buy
+11,732
New +$194K 0.01% 756
2025
Q1 		– Sell
-11,602
Closed -$152K – 760
2024
Q4 		$152K Buy
11,602
+687
+6% +$9.96K 0.01% 681
2024
Q3 		$169K Buy
10,915
+664
+6% +$9.7K 0.01% 640
2024
Q2 		$127K Buy
+10,251
New +$117K 0.01% 629

Other funds holding SHC

TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Wedmont Private Capital's SHC Position: Q3 2026 in Review

Wedmont Private Capital reduced its Sotera Health (SHC) stake by 3.2% in Q3 2026, selling an estimated $6.81K and leaving 11,247 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Wedmont Private Capital first reported a position in SHC in Q2 2024 and has held it in 7 quarters since. The position peaked at $221K in Q4 2025. 15 funds tracked by Wall St. Rank hold SHC as of Q3 2026.

  • Wedmont Private Capital held 11,247 shares of Sotera Health worth $201K as of Q3 2026.
  • Wedmont Private Capital sold 369 Sotera Health shares in Q3 2026, an estimated $6.81K.
  • Sotera Health made up ﹤0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #970 holding.
  • Wedmont Private Capital first reported a position in Sotera Health in Q2 2024 and has held it in 7 quarters since.
  • Wedmont Private Capital's Sotera Health position peaked at $221K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Sotera Health as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.