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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
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

WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Flywheel Private Wealth's DH Position: Q2 2026 in Review

Flywheel Private Wealth held its Definitive Healthcare (DH) position steady in Q2 2026 at 67,743 shares worth $56.3K. The position accounts for 0.03% of the portfolio, ranked #109.

Flywheel Private Wealth first reported a position in DH in Q1 2026 and has held it in 2 quarters since. The position peaked at $83.3K in Q1 2026. 16 funds tracked by Wall St. Rank hold DH as of Q2 2026.

  • Flywheel Private Wealth held 67,743 shares of Definitive Healthcare worth $56.3K as of Q2 2026.
  • Flywheel Private Wealth left its Definitive Healthcare share count unchanged in Q2 2026.
  • Definitive Healthcare made up 0.03% of Flywheel Private Wealth's portfolio in Q2 2026, its #109 holding.
  • Flywheel Private Wealth first reported a position in Definitive Healthcare in Q1 2026 and has held it in 2 quarters since.
  • Flywheel Private Wealth's Definitive Healthcare position peaked at $83.3K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Definitive Healthcare as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.