Merit Financial Group
WAY icon

Merit Financial Group’s Waystar Holding Corp WAY Stock Holding History

Merit Financial Group’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
Q3 		$1.27M Buy
50,307
+5,286
+12% +$127K 0.01% 1013
2026
Q2 		$924K Buy
45,021
+34,556
+330% +$727K 0.01% 1115
2026
Q1 		$252K Buy
+10,465
New +$278K ﹤0.01% 1765

Other funds holding WAY

EQT Fund Management
EQT Fund Management Luxembourg $947M AUM 19.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Merit Financial Group's WAY Position: Q3 2026 in Review

Merit Financial Group increased its Waystar Holding Corp (WAY) stake by 12% in Q3 2026, buying an estimated $127K and bringing the position to 50,307 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #1013.

Merit Financial Group first reported a position in WAY in Q1 2026 and has held it in 3 quarters since. 259 funds tracked by Wall St. Rank hold WAY as of Q3 2026.

  • Merit Financial Group held 50,307 shares of Waystar Holding Corp worth $1.27M as of Q3 2026.
  • Merit Financial Group bought 5,286 Waystar Holding Corp shares in Q3 2026, an estimated $127K.
  • Waystar Holding Corp made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #1013 holding.
  • Merit Financial Group first reported a position in Waystar Holding Corp in Q1 2026 and has held it in 3 quarters since.
  • 259 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.