Superior Planning, LLC’s Waystar Holding Corp WAY Stock Holding History

Superior Planning, LLC’s Portfolio WAY Stock Details WAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$32.7K	Buy	+1,289	New	+$31K	0.01%	515

Other funds holding WAY

EQT Fund Management Luxembourg $947M AUM 19.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.1B AUM 2.84% 1-Year Est. Return

Superior Planning, LLC's WAY Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Waystar Holding Corp (WAY) in Q3 2026: 1,289 shares worth $32.7K. The stake represents 0.01% of the portfolio and ranks #515 among its holdings.

216 funds tracked by Wall St. Rank hold WAY as of Q3 2026.

Superior Planning, LLC held 1,289 shares of Waystar Holding Corp worth $32.7K as of Q3 2026.
Waystar Holding Corp was a new Superior Planning, LLC position in Q3 2026.
Waystar Holding Corp made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #515 holding.
216 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.