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Olistico Wealth’s Waystar Holding Corp WAY Stock Holding History

Olistico Wealth’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 		$6.33K Hold
250
– – ﹤0.01% 293
2026
Q2 		$5.13K Hold
250
– – ﹤0.01% 284
2026
Q1 		$6.03K Hold
250
– – ﹤0.01% 282
2025
Q4 		$8.19K Buy
+250
New +$8.91K ﹤0.01% 264

Other funds holding WAY

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Olistico Wealth's WAY Position: Q3 2026 in Review

Olistico Wealth held its Waystar Holding Corp (WAY) position steady in Q3 2026 at 250 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Olistico Wealth first reported a position in WAY in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.19K in Q4 2025. 13 funds tracked by Wall St. Rank hold WAY as of Q3 2026.

  • Olistico Wealth held 250 shares of Waystar Holding Corp worth $6.33K as of Q3 2026.
  • Olistico Wealth left its Waystar Holding Corp share count unchanged in Q3 2026.
  • Waystar Holding Corp made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #293 holding.
  • Olistico Wealth first reported a position in Waystar Holding Corp in Q4 2025 and has held it in 4 quarters since.
  • Olistico Wealth's Waystar Holding Corp position peaked at $8.19K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.