FFO
DH icon

Fortitude Family Office’s Definitive Healthcare DH Stock Holding History

Fortitude Family Office’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 		– Sell
-69
Closed -$57 – 2668
2026
Q2 		$57 Buy
+69
New +$63 ﹤0.01% 2198
2024
Q4 		– Sell
-759
Closed -$3.39K – 1315
2024
Q3 		$3.39K Buy
+759
New +$3.56K ﹤0.01% 899

Other funds holding DH

WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
BTWM
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 19.15% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fortitude Family Office's DH Position: Q3 2026 in Review

Fortitude Family Office sold out of Definitive Healthcare (DH) in Q3 2026, closing a stake of 69 shares — an estimated $57 sold.

Fortitude Family Office first reported a position in DH in Q3 2024 and held it in 2 quarters. The position peaked at $3.39K in Q3 2024. 10 funds tracked by Wall St. Rank hold DH as of Q3 2026.

  • Fortitude Family Office reported no remaining Definitive Healthcare position as of Q3 2026 after selling out during the quarter.
  • Fortitude Family Office sold 69 Definitive Healthcare shares in Q3 2026, an estimated $57.
  • Fortitude Family Office first reported a position in Definitive Healthcare in Q3 2024 and held it in 2 quarters.
  • Fortitude Family Office's Definitive Healthcare position peaked at $3.39K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.