Sotera Health Company
US ˙ NasdaqGS ˙ US83601L1026

SecuritySHC / Sotera Health Company
InstitutionCreative Planning
Latest Disclosed Ownership101,581 shares
Latest Disclosed Value $ 1,456,672
Creative Planning reports 64.12% increase in ownership of SHC / Sotera Health Company

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 101,581 shares of Sotera Health Company (US:SHC) valued at $1,456,672 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 61,893 shares of Sotera Health Company. This represents a change in shares of 64.12% during the quarter. The current value of the position is $1,551,142 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F SOTERA HEALTH COM 83601L102 101,581 39,688 64.12 1,457 33.46 0.0010
2026-02-17 2025-12-31 13F SOTERA HEALTH COM 83601L102 61,893 28,168 83.52 1,092 105.85 0.0008
2025-11-14 2025-09-30 13F SOTERA HEALTH COM 83601L102 33,725 13,539 67.07 530 136.61 0.0004
2025-08-08 2025-06-30 13F SOTERA HEALTH COM 83601L102 20,186 2,673 15.26 224 9.80 0.0002
2025-05-15 2025-03-31 13F SOTERA HEALTH COM 83601L102 17,513 -2,399 -12.05 204 -25.00 0.0002
2025-02-14 2024-12-31 13F SOTERA HEALTH COM 83601L102 19,912 1,871 10.37 272 -9.63 0.0003
2024-10-11 2024-09-30 13F SOTERA HEALTH COM 83601L102 18,041 -703 -3.75 301 35.59 0.0003
2024-08-15 2024-06-30 13F SOTERA HEALTH COM 83601L102 18,744 5,656 43.22 222 41.40 0.0002
2024-05-13 2024-03-31 13F SOTERA HEALTH COM 83601L102 13,088 13,088 157 0.0002
2023-07-21 2023-06-30 13F SOTERA HEALTH COM 83601L102 0 -17 -100.00 0 0.0000
2023-05-15 2023-03-31 13F SOTERA HEALTH COM 83601L102 17 17 0 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.