HWM
WAY

Hohimer Wealth Management’s Waystar Holding Corp WAY Stock Holding History

Hohimer Wealth Management’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
Q2 		$217K Buy
10,584
+65
+0.6% +$1.37K 0.02% 357
2026
Q1 		$254K Buy
+10,519
New +$279K 0.03% 264
2025
Q4 		– Sell
-5,700
Closed -$216K – 385
2025
Q3 		$216K Buy
+5,700
New +$211K 0.03% 274

Other funds holding WAY

EFM
EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Hohimer Wealth Management's WAY Position: Q2 2026 in Review

Hohimer Wealth Management increased its Waystar Holding Corp (WAY) stake by 0.62% in Q2 2026, buying an estimated $1.37K and bringing the position to 10,584 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #357.

Hohimer Wealth Management first reported a position in WAY in Q3 2025 and has held it in 3 quarters since. The position peaked at $254K in Q1 2026. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Hohimer Wealth Management held 10,584 shares of Waystar Holding Corp worth $217K as of Q2 2026.
  • Hohimer Wealth Management bought 65 Waystar Holding Corp shares in Q2 2026, an estimated $1.37K.
  • Waystar Holding Corp made up 0.02% of Hohimer Wealth Management's portfolio in Q2 2026, its #357 holding.
  • Hohimer Wealth Management first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 3 quarters since.
  • Hohimer Wealth Management's Waystar Holding Corp position peaked at $254K in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.