Sotera Health shares owned by Creative Planning
Quarter-by-quarter ownership of Sotera Health (SHC) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Sotera Health
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All positions including Sotera Health held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Sotera Health by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $531k | 34k | 15.73 |
| 2025-06-30 | $225k | 20k | 11.13 |
| 2025-03-31 | $204k | 18k | 11.66 |
| 2024-12-31 | $272k | 20k | 13.68 |
| 2024-09-30 | $301k | 18k | 16.70 |
| 2024-06-30 | $223k | 19k | 11.87 |
| 2024-03-31 | $157k | 13k | 12.01 |
| 2023-03-31 | $305 | 17 | 17.94 |