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Kestra Investment Management’s Waystar Holding Corp WAY Stock Holding History

Kestra Investment 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
2025
Q2 		– Sell
-22
Closed -$822 – 990
2025
Q1 		$822 Buy
+22
New +$871 ﹤0.01% 829

Other funds holding WAY

Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Kestra Investment Management's WAY Position: Q2 2025 in Review

Kestra Investment Management sold out of Waystar Holding Corp (WAY) in Q2 2025, closing a stake of 22 shares — an estimated $822 sold.

Kestra Investment Management first reported a position in WAY in Q1 2025 and held it in 1 quarter. The position peaked at $822 in Q1 2025. 267 funds tracked by Wall St. Rank hold WAY as of Q2 2025.

  • Kestra Investment Management reported no remaining Waystar Holding Corp position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 22 Waystar Holding Corp shares in Q2 2025, an estimated $822.
  • Kestra Investment Management first reported a position in Waystar Holding Corp in Q1 2025 and held it in 1 quarter.
  • Kestra Investment Management's Waystar Holding Corp position peaked at $822 in Q1 2025.
  • 267 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.