Covestor’s Definitive Healthcare DH Stock Holding History

Covestor’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	–	Sell	-28	Closed	–	–	2546
2026 Q1	$0	Hold	28	–	–	﹤0.01%	2357
2025 Q4	$0	Sell	28 -1	-3%	-$3	﹤0.01%	2346
2025 Q3	$0	Hold	29	–	–	﹤0.01%	2366
2025 Q2	$0	Buy	29 +14	+93%	+$44	﹤0.01%	2308
2025 Q1	$0	Buy	15 +1	+7%	+$4	﹤0.01%	2320
2024 Q4	$0	Hold	14	–	–	﹤0.01%	2323
2024 Q3	$0	Hold	14	–	–	﹤0.01%	2310
2024 Q2	$0	Buy	14 +6	+75%	+$38	﹤0.01%	2325
2024 Q1	$0	Sell	8 -2	-20%	-$18	﹤0.01%	2323
2023 Q4	$0	Hold	10	–	–	﹤0.01%	2236
2023 Q3	$0	Sell	10 -3	-23%	-$30	﹤0.01%	2213
2023 Q2	$0	Hold	13	–	–	﹤0.01%	2222
2023 Q1	$0	Buy	13 +4	+44%	+$47	﹤0.01%	2123
2022 Q4	$0	Buy	+9	New	+$116	﹤0.01%	2158
2022 Q3	–	Sell	-13	Closed	–	–	2100
2022 Q2	$0	Sell	13 -3	-19%	-$64	﹤0.01%	2003
2022 Q1	$0	Buy	+16	New	+$361	﹤0.01%	2174

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

Covestor's DH Position: Q2 2026 in Review

Covestor sold out of Definitive Healthcare (DH) in Q2 2026, closing a stake of 28 shares.

Covestor first reported a position in DH in Q1 2022 and held it in 16 quarters. The position peaked at $0 in Q1 2026. 99 funds tracked by Wall St. Rank hold DH as of Q2 2026.

Covestor reported no remaining Definitive Healthcare position as of Q2 2026 after selling out during the quarter.
Covestor sold 28 Definitive Healthcare shares in Q2 2026.
Covestor first reported a position in Definitive Healthcare in Q1 2022 and held it in 16 quarters.
Covestor's Definitive Healthcare position peaked at $0 in Q1 2026.
99 funds tracked by Wall St. Rank held Definitive Healthcare as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.