EWA
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EverSource Wealth Advisors’s Definitive Healthcare DH Stock Holding History

EverSource Wealth 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
2026
Q2 		$1.69K Buy
2,028
+824
+68% +$755 ﹤0.01% 3788
2026
Q1 		$1.48K Buy
1,204
+652
+118% +$1.13K ﹤0.01% 3742
2025
Q4 		$1.58K Sell
552
-231
-30% -$640 ﹤0.01% 3579
2025
Q3 		$3.18K Sell
783
-75
-9% -$299 ﹤0.01% 3342
2025
Q2 		$3.35K Buy
858
+644
+301% +$2.03K ﹤0.01% 3315
2025
Q1 		$618 Buy
214
+133
+164% +$540 ﹤0.01% 3394
2024
Q4 		$333 Buy
+81
New +$354 ﹤0.01% 3315

Other funds holding DH

PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FPW
Flywheel Private Wealth Los Altos, California $203M AUM 30% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

EverSource Wealth Advisors's DH Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Definitive Healthcare (DH) stake by 68% in Q2 2026, buying an estimated $755 and bringing the position to 2,028 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #3788.

EverSource Wealth Advisors first reported a position in DH in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.35K in Q2 2025. 20 funds tracked by Wall St. Rank hold DH as of Q2 2026.

  • EverSource Wealth Advisors held 2,028 shares of Definitive Healthcare worth $1.69K as of Q2 2026.
  • EverSource Wealth Advisors bought 824 Definitive Healthcare shares in Q2 2026, an estimated $755.
  • Definitive Healthcare made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3788 holding.
  • EverSource Wealth Advisors first reported a position in Definitive Healthcare in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Definitive Healthcare position peaked at $3.35K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Definitive Healthcare as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.