IA
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IFP Advisors’s Definitive Healthcare DH Stock Holding History

IFP Advisors’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
Q1 		$160 Buy
130
+35
+37% +$61 ﹤0.01% 4654
2025
Q4 		$273 Sell
95
-41
-30% -$114 ﹤0.01% 4427
2025
Q3 		$552 Buy
136
+27
+25% +$108 ﹤0.01% 4145
2025
Q2 		$425 Buy
109
+68
+166% +$214 ﹤0.01% 4479
2025
Q1 		$118 Sell
41
-65
-61% -$264 ﹤0.01% 3806
2024
Q4 		$436 Buy
+106
New +$464 ﹤0.01% 3454
2023
Q3 		– Sell
-47
Closed -$517 – 3362
2023
Q2 		$517 Hold
47
– – ﹤0.01% 3192
2023
Q1 		$2.04K Hold
47
– – ﹤0.01% 2891
2022
Q4 		$2K Buy
+47
New +$604 ﹤0.01% 4141

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D.E. Shaw & Co
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VCM
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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return