KWM
WAY

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

Keebeck 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 		$321K Buy
15,631
+872
+6% +$18.3K 0.03% 358
2026
Q1 		$356K Buy
14,759
+1,752
+13% +$46.5K 0.04% 282
2025
Q4 		$426K Sell
13,007
-561
-4% -$20K 0.05% 244
2025
Q3 		$514K Buy
+13,568
New +$503K 0.06% 207

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

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

Keebeck Wealth Management increased its Waystar Holding Corp (WAY) stake by 5.9% in Q2 2026, buying an estimated $18.3K and bringing the position to 15,631 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #358.

Keebeck Wealth Management first reported a position in WAY in Q3 2025 and has held it in 4 quarters since. The position peaked at $514K in Q3 2025. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Keebeck Wealth Management held 15,631 shares of Waystar Holding Corp worth $321K as of Q2 2026.
  • Keebeck Wealth Management bought 872 Waystar Holding Corp shares in Q2 2026, an estimated $18.3K.
  • Waystar Holding Corp made up 0.03% of Keebeck Wealth Management's portfolio in Q2 2026, its #358 holding.
  • Keebeck Wealth Management first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 4 quarters since.
  • Keebeck Wealth Management's Waystar Holding Corp position peaked at $514K in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.