AF
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Allworth Financial’s Definitive Healthcare DH Stock Holding History

Allworth Financial’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-876
Closed -$1.08K – 5213
2026
Q1 		$1.08K Buy
+876
New +$1.52K ﹤0.01% 4553
2025
Q4 		– Sell
-177
Closed -$719 – 5077
2025
Q3 		$719 Hold
177
– – ﹤0.01% 4349
2025
Q2 		$691 Buy
+177
New +$558 ﹤0.01% 4053
2024
Q1 		– Sell
-19
Closed -$189 – 3623
2023
Q4 		$189 Buy
+19
New +$149 ﹤0.01% 3290
2023
Q1 		– Sell
-57
Closed -$626 – 3223
2022
Q4 		$626 Buy
57
+47
+470% +$604 ﹤0.01% 2576
2022
Q3 		$0 Buy
+10
New +$220 ﹤0.01% 2750

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Allworth Financial's DH Position: Q2 2026 in Review

Allworth Financial sold out of Definitive Healthcare (DH) in Q2 2026, closing a stake of 876 shares — an estimated $1.08K sold.

Allworth Financial first reported a position in DH in Q3 2022 and held it in 6 quarters. The position peaked at $1.08K in Q1 2026. 99 funds tracked by Wall St. Rank hold DH as of Q2 2026.

  • Allworth Financial reported no remaining Definitive Healthcare position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 876 Definitive Healthcare shares in Q2 2026, an estimated $1.08K.
  • Allworth Financial first reported a position in Definitive Healthcare in Q3 2022 and held it in 6 quarters.
  • Allworth Financial's Definitive Healthcare position peaked at $1.08K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Definitive Healthcare as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.