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

Modera 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 Q3	$1.28M	Buy	+50,362	New	+$1.21M	0.01%	319

Other funds holding WAY

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Mountain Pacific Investment Advisers Boise, Idaho $610M AUM 21.66% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Modera Wealth Management's WAY Position: Q3 2026 in Review

Modera Wealth Management opened a new position in Waystar Holding Corp (WAY) in Q3 2026: 50,362 shares worth $1.28M. The stake represents 0.01% of the portfolio and ranks #319 among its holdings.

81 funds tracked by Wall St. Rank hold WAY as of Q3 2026.

Modera Wealth Management held 50,362 shares of Waystar Holding Corp worth $1.28M as of Q3 2026.
Waystar Holding Corp was a new Modera Wealth Management position in Q3 2026.
Waystar Holding Corp made up 0.01% of Modera Wealth Management's portfolio in Q3 2026, its #319 holding.
81 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.