FFA
DH icon

Farther Finance Advisors’s Definitive Healthcare DH Stock Holding History

Farther Finance 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 		$398 Buy
492
+200
+68% +$183 ﹤0.01% 5577
2026
Q1 		$318 Buy
292
+226
+342% +$393 ﹤0.01% 5360
2025
Q4 		$189 Sell
66
-781
-92% -$2.17K ﹤0.01% 5214
2025
Q3 		$3.44K Sell
847
-7,711
-90% -$30.8K ﹤0.01% 3918
2025
Q2 		$33.4K Buy
+8,558
New +$27K ﹤0.01% 2352
2024
Q3 		– Sell
-305
Closed -$1.64K – 4031
2024
Q2 		$1.64K Buy
305
+261
+593% +$1.64K ﹤0.01% 2870
2024
Q1 		$352 Sell
44
-100
-69% -$884 ﹤0.01% 3123
2023
Q4 		$1.43K Buy
+144
New +$1.13K ﹤0.01% 2575

Other funds holding DH

WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Farther Finance Advisors's DH Position: Q2 2026 in Review

Farther Finance Advisors increased its Definitive Healthcare (DH) stake by 68% in Q2 2026, buying an estimated $183 and bringing the position to 492 shares worth $398. The position accounts for ﹤0.01% of the portfolio, ranked #5577.

Farther Finance Advisors first reported a position in DH in Q4 2023 and has held it in 8 quarters since. The position peaked at $33.4K in Q2 2025. 16 funds tracked by Wall St. Rank hold DH as of Q2 2026.

  • Farther Finance Advisors held 492 shares of Definitive Healthcare worth $398 as of Q2 2026.
  • Farther Finance Advisors bought 200 Definitive Healthcare shares in Q2 2026, an estimated $183.
  • Definitive Healthcare made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5577 holding.
  • Farther Finance Advisors first reported a position in Definitive Healthcare in Q4 2023 and has held it in 8 quarters since.
  • Farther Finance Advisors's Definitive Healthcare position peaked at $33.4K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held Definitive Healthcare as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.