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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
BAM
Broyhill Asset Management Charlotte, North Carolina $112M AUM 12.88% 1-Year Est. Return

Wedmont Private Capital's SHC Position: Q2 2026 in Review

Wedmont Private Capital increased its Sotera Health (SHC) stake by 4.2% in Q2 2026, buying an estimated $7.46K and bringing the position to 11,616 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #891.

Wedmont Private Capital first reported a position in SHC in Q2 2024 and has held it in 6 quarters since. The position peaked at $221K in Q4 2025. 125 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Wedmont Private Capital held 11,616 shares of Sotera Health worth $214K as of Q2 2026.
  • Wedmont Private Capital bought 473 Sotera Health shares in Q2 2026, an estimated $7.46K.
  • Sotera Health made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #891 holding.
  • Wedmont Private Capital first reported a position in Sotera Health in Q2 2024 and has held it in 6 quarters since.
  • Wedmont Private Capital's Sotera Health position peaked at $221K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.