Position in SHC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,148,229
+$214,323 QoQ
Shares Held
64,689
-0.7% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#136
of 315 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHC Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $46,939,765 across 12 Diagnostics & Research names. SHC ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
32,503 | $16,295,704 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
28,991 | $15,262,022 | |
| 3 | DHR |
Danaher Corp /De/
|
33,017 | $6,289,078 | |
| 4 | A |
Agilent Technologies, Inc.
|
13,534 | $1,797,721 | |
| 5 | NTRA |
Natera, Inc.
|
4,921 | $1,335,805 | |
| 6 | ILMN |
Illumina, Inc.
|
6,935 | $1,219,381 | |
| 7 | SHC |
Sotera Health Co
This page
|
64,689 | $1,148,229 | |
| 8 | LH |
Labcorp Holdings Inc.
|
3,970 | $1,111,600 |
All Filings in SHC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,148,229 | 64,689 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $933,906 | 65,126 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,146,476 | 64,993 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,005,650 | 63,932 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $733,642 | 65,975 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $186,361 | 15,983 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $216,677 | 15,839 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $225,433 | 13,499 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $160,636 | 13,533 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||