Hennion & Walsh Asset Management’s Definitive Healthcare DH Stock Holding History

Hennion & Walsh Asset Management’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	–	Sell	-43,455	Closed	-$53.5K	–	970
2026 Q1	$53.5K	Sell	43,455 -752	-2%	-$1.31K	﹤0.01%	927
2025 Q4	$127K	Sell	44,207 -583	-1%	-$1.62K	﹤0.01%	919
2025 Q3	$182K	Sell	44,790 -367	-0.8%	-$1.47K	0.01%	923
2025 Q2	$176K	Sell	45,157 -1,663	-4%	-$5.24K	0.01%	899
2025 Q1	$135K	Sell	46,820 -4,066	-8%	-$16.5K	0.01%	850
2024 Q4	$209K	Buy	50,886 +12,946	+34%	+$56.6K	0.01%	822
2024 Q3	$170K	Buy	37,940 +14,609	+63%	+$68.6K	0.01%	844
2024 Q2	$127K	Buy	+23,331	New	+$147K	0.01%	828

Other funds holding DH

Williams & Novak Westlake Village, California $150M AUM 27.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return