Flywheel Private Wealth
DH icon

Flywheel Private Wealth’s Definitive Healthcare DH Stock Holding History

Flywheel Private Wealth’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
Q3 		$61.3K Hold
67,743
– – 0.03% 111
2026
Q2 		$56.3K Hold
67,743
– – 0.03% 109
2026
Q1 		$83.3K Buy
+67,743
New +$118K 0.05% 104

Other funds holding DH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Baker Tilly Wealth Management
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Flywheel Private Wealth's DH Position: Q3 2026 in Review

Flywheel Private Wealth held its Definitive Healthcare (DH) position steady in Q3 2026 at 67,743 shares worth $61.3K. The position accounts for 0.03% of the portfolio, ranked #111.

Flywheel Private Wealth first reported a position in DH in Q1 2026 and has held it in 3 quarters since. The position peaked at $83.3K in Q1 2026. 30 funds tracked by Wall St. Rank hold DH as of Q3 2026.

  • Flywheel Private Wealth held 67,743 shares of Definitive Healthcare worth $61.3K as of Q3 2026.
  • Flywheel Private Wealth left its Definitive Healthcare share count unchanged in Q3 2026.
  • Definitive Healthcare made up 0.03% of Flywheel Private Wealth's portfolio in Q3 2026, its #111 holding.
  • Flywheel Private Wealth first reported a position in Definitive Healthcare in Q1 2026 and has held it in 3 quarters since.
  • Flywheel Private Wealth's Definitive Healthcare position peaked at $83.3K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2026.

Based on Flywheel Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.