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Bell Investment Advisors’s Waystar Holding Corp WAY Stock Holding History

Bell Investment Advisors’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
Q2 		$1.4K Sell
68
-32
-32% -$673 ﹤0.01% 1458
2026
Q1 		$2.41K Buy
+100
New +$2.65K ﹤0.01% 1264

Other funds holding WAY

EFM
EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bell Investment Advisors's WAY Position: Q2 2026 in Review

Bell Investment Advisors reduced its Waystar Holding Corp (WAY) stake by 32% in Q2 2026, selling an estimated $673 and leaving 68 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Bell Investment Advisors first reported a position in WAY in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.41K in Q1 2026. 301 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Bell Investment Advisors held 68 shares of Waystar Holding Corp worth $1.4K as of Q2 2026.
  • Bell Investment Advisors sold 32 Waystar Holding Corp shares in Q2 2026, an estimated $673.
  • Waystar Holding Corp made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1458 holding.
  • Bell Investment Advisors first reported a position in Waystar Holding Corp in Q1 2026 and has held it in 2 quarters since.
  • Bell Investment Advisors's Waystar Holding Corp position peaked at $2.41K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.