Abel Hall LLC’s Waystar Holding Corp WAY Stock Holding History

Abel Hall 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	$263K	Buy	+10,365	New	+$250K	0.05%	509

Other funds holding WAY

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

BWM

Brown Wealth Management Naperville, Illinois $456M AUM 10.79% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

FPN

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return

Abel Hall LLC's WAY Position: Q3 2026 in Review

Abel Hall LLC opened a new position in Waystar Holding Corp (WAY) in Q3 2026: 10,365 shares worth $263K. The stake represents 0.05% of the portfolio and ranks #509 among its holdings.

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

Abel Hall LLC held 10,365 shares of Waystar Holding Corp worth $263K as of Q3 2026.
Waystar Holding Corp was a new Abel Hall LLC position in Q3 2026.
Waystar Holding Corp made up 0.05% of Abel Hall LLC's portfolio in Q3 2026, its #509 holding.
31 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.