Clearstead Advisors’s Definitive Healthcare DH Stock Holding History

Clearstead Advisors’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
2025 Q4	–	Sell	-227	Closed	-$922	–	2884
2025 Q3	$922	Buy	227 +20	+10%	+$80	﹤0.01%	2634
2025 Q2	$808	Buy	+207	New	+$652	﹤0.01%	2450
2024 Q3	–	Sell	-1,202	Closed	-$6.56K	–	2057
2024 Q2	$6.56K	Buy	+1,202	New	+$7.57K	﹤0.01%	1636

Other funds holding DH

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Clearstead Advisors's DH Position: Q4 2025 in Review

Clearstead Advisors sold out of Definitive Healthcare (DH) in Q4 2025, closing a stake of 227 shares — an estimated $922 sold.

Clearstead Advisors first reported a position in DH in Q2 2024 and held it in 3 quarters. The position peaked at $6.56K in Q2 2024. 122 funds tracked by Wall St. Rank hold DH as of Q4 2025.

Clearstead Advisors reported no remaining Definitive Healthcare position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 227 Definitive Healthcare shares in Q4 2025, an estimated $922.
Clearstead Advisors first reported a position in Definitive Healthcare in Q2 2024 and held it in 3 quarters.
Clearstead Advisors's Definitive Healthcare position peaked at $6.56K in Q2 2024.
122 funds tracked by Wall St. Rank held Definitive Healthcare as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.