BWM
WAY icon

Brown Wealth Management’s Waystar Holding Corp WAY Stock Holding History

Brown Wealth Management’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
Q3 		$500K Sell
19,738
-380
-2% -$9.15K 0.11% 83
2026
Q2 		$413K Buy
+20,118
New +$423K 0.09% 91

Other funds holding WAY

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
FPN
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Brown Wealth Management's WAY Position: Q3 2026 in Review

Brown Wealth Management reduced its Waystar Holding Corp (WAY) stake by 1.9% in Q3 2026, selling an estimated $9.15K and leaving 19,738 shares worth $500K. The position accounts for 0.11% of the portfolio, ranked #83.

Brown Wealth Management first reported a position in WAY in Q2 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold WAY as of Q3 2026.

  • Brown Wealth Management held 19,738 shares of Waystar Holding Corp worth $500K as of Q3 2026.
  • Brown Wealth Management sold 380 Waystar Holding Corp shares in Q3 2026, an estimated $9.15K.
  • Waystar Holding Corp made up 0.11% of Brown Wealth Management's portfolio in Q3 2026, its #83 holding.
  • Brown Wealth Management first reported a position in Waystar Holding Corp in Q2 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.