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	2,061,790 +130,188	+7%	+$2.05M	0.35%	33
2026 Q1	$2.79M	Buy	1,931,602 +1,866,896	+2,885%	+$31M	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

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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

Wellspring Financial Advisors increased its Sotera Health (SHC) stake by 6.7% in Q2 2026, buying an estimated $2.05M and bringing the position to 2,061,790 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. 36 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

Wellspring Financial Advisors held 2,061,790 shares of Sotera Health worth $5.33M as of Q2 2026.
Wellspring Financial Advisors bought 130,188 Sotera Health shares in Q2 2026, an estimated $2.05M.
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.
36 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.