Financial Consulate’s Waystar Holding Corp WAY Stock Holding History

Financial Consulate’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 Q3	$7.12K	Buy	+281	New	+$6.77K	﹤0.01%	797

Other funds holding WAY

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Financial Consulate's WAY Position: Q3 2026 in Review

Financial Consulate opened a new position in Waystar Holding Corp (WAY) in Q3 2026: 281 shares worth $7.12K. The stake represents ﹤0.01% of the portfolio and ranks #797 among its holdings.

56 funds tracked by Wall St. Rank hold WAY as of Q3 2026.

Financial Consulate held 281 shares of Waystar Holding Corp worth $7.12K as of Q3 2026.
Waystar Holding Corp was a new Financial Consulate position in Q3 2026.
Waystar Holding Corp made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #797 holding.
56 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.