BWL
WAY

Bogart Wealth LLC’s Waystar Holding Corp WAY Stock Holding History

Bogart Wealth LLC’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
Q1 		$506 Buy
+21
New +$557 ﹤0.01% 1583

Other funds holding WAY

EFM
EQT Fund Management Luxembourg $1.02B AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Bogart Wealth LLC's WAY Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in Waystar Holding Corp (WAY) in Q1 2026: 21 shares worth $506. The stake represents ﹤0.01% of the portfolio and ranks #1583 among its holdings.

305 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Bogart Wealth LLC held 21 shares of Waystar Holding Corp worth $506 as of Q1 2026.
  • Waystar Holding Corp was a new Bogart Wealth LLC position in Q1 2026.
  • Waystar Holding Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1583 holding.
  • 305 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.