EverSource Wealth Advisors’s Waystar Holding Corp WAY Stock Holding History

EverSource Wealth Advisors’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 Q2	$138K	Buy	6,714 +716	+12%	+$15.1K	﹤0.01%	1211
2026 Q1	$145K	Buy	5,998 +3,598	+150%	+$95.5K	﹤0.01%	1229
2025 Q4	$78.6K	Buy	2,400 +287	+14%	+$10.2K	﹤0.01%	1449
2025 Q3	$80.1K	Buy	2,113 +719	+52%	+$26.6K	﹤0.01%	1394
2025 Q2	$57K	Buy	1,394 +1,352	+3,219%	+$52.1K	﹤0.01%	1533
2025 Q1	$1.57K	Buy	42 +29	+223%	+$1.15K	﹤0.01%	3040
2024 Q4	$477	Buy	+13	New	+$400	﹤0.01%	3216

Other funds holding WAY

EFM

EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GAM

Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Waystar Holding Corp (WAY) stake by 12% in Q2 2026, buying an estimated $15.1K and bringing the position to 6,714 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

EverSource Wealth Advisors first reported a position in WAY in Q4 2024 and has held it in 7 quarters since. The position peaked at $145K in Q1 2026. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

EverSource Wealth Advisors held 6,714 shares of Waystar Holding Corp worth $138K as of Q2 2026.
EverSource Wealth Advisors bought 716 Waystar Holding Corp shares in Q2 2026, an estimated $15.1K.
Waystar Holding Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1211 holding.
EverSource Wealth Advisors first reported a position in Waystar Holding Corp in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Waystar Holding Corp position peaked at $145K in Q1 2026.
302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

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