Position in SHC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$33,405
+$17,130 QoQ
Shares Held
1,882
+65.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#252
of 315 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHC Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026True Wealth Design, LLC holds $1,261,408 across 27 Diagnostics & Research names. SHC ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ILMN |
Illumina, Inc.
|
1,637 | $287,833 | |
| 2 | NTRA |
Natera, Inc.
|
760 | $206,302 | |
| 3 | A |
Agilent Technologies, Inc.
|
1,486 | $197,385 | |
| 4 | IQV |
Iqvia Holdings Inc.
|
751 | $145,108 | |
| 5 | MEDP |
Medpace Holdings, Inc.
|
189 | $100,092 | |
| 6 | DHR |
Danaher Corp /De/
|
366 | $69,715 | |
| 7 | MTD |
Mettler Toledo International Inc/
|
29 | $37,047 | |
| 8 | SHC |
Sotera Health Co
This page
|
1,882 | $33,405 |
All Filings in SHC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,405 | 1,882 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $16,275 | 1,135 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $32,281 | 1,830 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,883 | 374 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $322 | 29 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $93 | 8 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $32,498 | 1,946 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||