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Atria Wealth Solutions’s Definitive Healthcare DH Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-10,040
Closed -$29K – 1553
2025
Q1 		$29K Hold
10,040
– – ﹤0.01% 1837
2024
Q4 		$41.3K Sell
10,040
-700
-7% -$3.06K ﹤0.01% 1945
2024
Q3 		$48K Buy
10,740
+35
+0.3% +$164 ﹤0.01% 1890
2024
Q2 		$58.4K Buy
+10,705
New +$67.4K ﹤0.01% 1882

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's DH Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Definitive Healthcare (DH) in Q2 2025, closing a stake of 10,040 shares — an estimated $29K sold.

Atria Wealth Solutions first reported a position in DH in Q2 2024 and held it in 4 quarters. The position peaked at $58.4K in Q2 2024. 121 funds tracked by Wall St. Rank hold DH as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Definitive Healthcare position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,040 Definitive Healthcare shares in Q2 2025, an estimated $29K.
  • Atria Wealth Solutions first reported a position in Definitive Healthcare in Q2 2024 and held it in 4 quarters.
  • Atria Wealth Solutions's Definitive Healthcare position peaked at $58.4K in Q2 2024.
  • 121 funds tracked by Wall St. Rank held Definitive Healthcare as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.