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 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

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Baker Tilly Wealth Management's DH Position: Q2 2026 in Review

Baker Tilly Wealth Management held its Definitive Healthcare (DH) position steady in Q2 2026 at 60,080 shares worth $49.9K. The position accounts for 0.01% of the portfolio, ranked #285.

Baker Tilly Wealth Management first reported a position in DH in Q3 2023 and has held it in 12 quarters since. The position peaked at $596K in Q4 2023. 100 funds tracked by Wall St. Rank hold DH as of Q2 2026.

Baker Tilly Wealth Management held 60,080 shares of Definitive Healthcare worth $49.9K as of Q2 2026.
Baker Tilly Wealth Management left its Definitive Healthcare share count unchanged in Q2 2026.
Definitive Healthcare made up 0.01% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #285 holding.
Baker Tilly Wealth Management first reported a position in Definitive Healthcare in Q3 2023 and has held it in 12 quarters since.
Baker Tilly Wealth Management's Definitive Healthcare position peaked at $596K in Q4 2023.
100 funds tracked by Wall St. Rank held Definitive Healthcare as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.