The buying cluster is small in dollar terms and comes from routine asset managers, not high-conviction funds. Monitor upcoming 13F filings for larger institutional moves or insider activity to confirm a broader thesis shift.
Executive Summary
Three asset managers added to their Sotera Health positions in Q3 2026, with aggregate holdings rising by $1.4M to $3.8M. The buying is modest in scale and concentrated in small-to-mid-sized advisory firms, with no institutional sellers. The cluster suggests a mild positive view but lacks conviction from large active managers or hedge funds.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.4M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | ADD | +53.7% | $3.7M | $1.3M |
| Nisa Investment Advisors | ADD | +75% | $143.0K | $65.0K |
| Assetmark | ADD | +42.1% | $2.0K | $810.00 |
Key Facts
- 3 institutional buyers added a net $1.4M to SHC positions in Q3 2026
- Wealth Enhancement Advisory Services led with a $1.3M increase (53.7% share growth)
- No institutional sellers were identified in the cluster
- All three buyers are asset managers, not hedge funds or activist investors
- Total institutional holdings in the cluster rose to $3.8M from $2.4M
Financial Impact
Three asset managers accumulated a net $1.4M in SHC shares during Q3 2026, bringing total cluster holdings to $3.8M. The largest buyer, Wealth Enhancement Advisory Services, added $1.3M.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Cluster size is too small to indicate a strong shared thesis
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-SHC-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | Institutional Cluster | $18.13 $18.10 | ▼ −0.17% | ▲ +0.36% | — |
Oct 9, 2026 17d ago | SC 13G/A | $18.15 $18.21 | ▼ −0.33% | ▼ −0.34% | — |
Aug 14, 2026 10w ago | 8-K | $18.89 $18.80 | ▼ −0.48% | ▼ −0.00% | — |
Aug 9, 2026 11w ago | Institutional Cluster | $18.97 $19.11 | ▲ +0.74% | ▲ +1.06% | — |
Aug 7, 2026 11w ago | 144 | $18.86 $18.97 | ▲ +0.58% | ▲ +0.61% | — |
Aug 6, 2026 11w ago | 8-K | $18.91 $18.86 | ▼ −0.26% | ▼ −0.88% | — |
May 27, 2026 21w ago | 3 | $15.75 $15.64 | ▼ −0.70% | ▼ −0.94% | — |
May 20, 2026 22w ago | 8-K | $15.71 $15.66 | ▼ −0.32% | ▼ −0.76% | — |
May 15, 2026 23w ago | Insider Cluster | $15.35 $15.23 | ▲ +0.78% | ▲ +0.13% | — |
May 15, 2026 23w ago | Insider Cluster | $15.35 $15.23 | ▲ +0.78% | ▲ +0.13% | — |
US Market Status
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