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Baker Tilly Wealth Management’s Definitive Healthcare DH Stock Holding History

Baker Tilly Wealth Management’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
Q3 		$54.4K Hold
60,080
– – 0.01% 287
2026
Q2 		$49.9K Hold
60,080
– – 0.01% 285
2026
Q1 		$73.9K Hold
60,080
– – 0.02% 280
2025
Q4 		$172K Hold
60,080
– – 0.04% 282
2025
Q3 		$244K Hold
60,080
– – 0.06% 243
2025
Q2 		$234K Hold
60,080
– – 0.08% 213
2025
Q1 		$174K Buy
60,080
+9,680
+19% +$39.3K 0.07% 232
2024
Q4 		$207K Sell
50,400
-9,223
-15% -$40.3K 0.08% 229
2024
Q3 		$267K Hold
59,623
– – 0.12% 196
2024
Q2 		$326K Sell
59,623
-262
-0.4% -$1.65K 0.13% 184
2024
Q1 		$483K Sell
59,885
-71
-0.1% -$628 0.09% 259
2023
Q4 		$596K Buy
59,956
+9,885
+20% +$77.6K 0.1% 235
2023
Q3 		$400K Buy
+50,071
New +$503K 0.07% 309

Other funds holding DH

WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Baker Tilly Wealth Management's DH Position: Q3 2026 in Review

Baker Tilly Wealth Management held its Definitive Healthcare (DH) position steady in Q3 2026 at 60,080 shares worth $54.4K. The position accounts for 0.01% of the portfolio, ranked #287.

Baker Tilly Wealth Management first reported a position in DH in Q3 2023 and has held it in 13 quarters since. The position peaked at $596K in Q4 2023. 9 funds tracked by Wall St. Rank hold DH as of Q3 2026.

  • Baker Tilly Wealth Management held 60,080 shares of Definitive Healthcare worth $54.4K as of Q3 2026.
  • Baker Tilly Wealth Management left its Definitive Healthcare share count unchanged in Q3 2026.
  • Definitive Healthcare made up 0.01% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #287 holding.
  • Baker Tilly Wealth Management first reported a position in Definitive Healthcare in Q3 2023 and has held it in 13 quarters since.
  • Baker Tilly Wealth Management's Definitive Healthcare position peaked at $596K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.