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
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 $1.02B AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Keebeck Wealth Management's WAY Position: Q1 2026 in Review

Keebeck Wealth Management increased its Waystar Holding Corp (WAY) stake by 13% in Q1 2026, buying an estimated $46.5K and bringing the position to 14,759 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #282.

Keebeck Wealth Management first reported a position in WAY in Q3 2025 and has held it in 3 quarters since. The position peaked at $514K in Q3 2025. 305 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Keebeck Wealth Management held 14,759 shares of Waystar Holding Corp worth $356K as of Q1 2026.
  • Keebeck Wealth Management bought 1,752 Waystar Holding Corp shares in Q1 2026, an estimated $46.5K.
  • Waystar Holding Corp made up 0.04% of Keebeck Wealth Management's portfolio in Q1 2026, its #282 holding.
  • Keebeck Wealth Management first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 3 quarters since.
  • Keebeck Wealth Management's Waystar Holding Corp position peaked at $514K in Q3 2025.
  • 305 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.