SHC β€” SOTERA HEALTH CO

Ownership history in Wedmont Private Capital  Β·  5 quarters on record

AI Ownership Summary

Wedmont Private Capital reported SOTERA HEALTH CO (SHC) in 5 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows SHC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wedmont Private Capital's position in SOTERA HEALTH CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SHC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wedmont Private Capital held SHC β€” position size vs. price
% of Fund (quarterly)    SHC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 11,143 -589 -5.0% 0.01% $170K 2026-04-09 $15.28
2025 Q4 ADDED 11,732 +130 +1.1% 0.01% $221K 2026-01-08 $18.81
2024 Q4 ADDED 11,602 +687 +6.3% 0.01% $152K 2025-01-13 $13.09
2024 Q3 ADDED 10,915 +664 +6.5% 0.01% $169K 2024-10-08 $15.40
2024 Q2 INITIATED 10,251 β€” β€” 0.01% $127K 2024-07-15 $12.22

FAQ About Wedmont Private Capital and SHC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wedmont Private Capital reported owning SHC?

Wedmont Private Capital reported SHC across 5 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported SHC position in Wedmont Private Capital's portfolio?

The largest reported portfolio weight for SHC was 0.01% in 2024 Q3.

What is the latest reported SHC position on this page?

The most recent filing on this page is 2026 Q1, when Wedmont Private Capital reported 11,143 shares, equal to 0.01% of portfolio, with an estimated market value of $170K.

What does the chart on this SHC ownership page compare?

The chart compares Wedmont Private Capital's quarterly SHC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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