Wellspring Financial Advisors’s Sotera Health SHC Stock Holding History

Wellspring Financial 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	$5.33M	Buy	300,071 +105,177	+54%	+$1.66M	0.35%	33
2026 Q1	$2.79M	Buy	194,894 +130,188	+201%	+$2.16M	0.21%	48
2025 Q4	$1.14M	Sell	64,706 -82,002	-56%	-$1.36M	0.09%	76
2025 Q3	$2.31M	Buy	+146,708	New	+$2.06M	0.21%	42

Other funds holding SHC

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellspring Financial Advisors's SHC Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Sotera Health (SHC) stake by 54% in Q2 2026, buying an estimated $1.66M and bringing the position to 300,071 shares worth $5.33M. The position accounts for 0.35% of the portfolio, ranked #33.

Wellspring Financial Advisors first reported a position in SHC in Q3 2025 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

Wellspring Financial Advisors held 300,071 shares of Sotera Health worth $5.33M as of Q2 2026.
Wellspring Financial Advisors bought 105,177 Sotera Health shares in Q2 2026, an estimated $1.66M.
Sotera Health made up 0.35% of Wellspring Financial Advisors's portfolio in Q2 2026, its #33 holding.
Wellspring Financial Advisors first reported a position in Sotera Health in Q3 2025 and has held it in 4 quarters since.
320 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.