PWA
DH icon

Physician Wealth Advisors’s Definitive Healthcare DH Stock Holding History

Physician Wealth Advisors’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-952
Closed -$1.17K – 2364
2026
Q1 		$1.17K Buy
+952
New +$1.66K ﹤0.01% 1587

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Physician Wealth Advisors's DH Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Definitive Healthcare (DH) in Q2 2026, closing a stake of 952 shares — an estimated $1.17K sold.

Physician Wealth Advisors first reported a position in DH in Q1 2026 and held it in 1 quarter. The position peaked at $1.17K in Q1 2026. 100 funds tracked by Wall St. Rank hold DH as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Definitive Healthcare position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 952 Definitive Healthcare shares in Q2 2026, an estimated $1.17K.
  • Physician Wealth Advisors first reported a position in Definitive Healthcare in Q1 2026 and held it in 1 quarter.
  • Physician Wealth Advisors's Definitive Healthcare position peaked at $1.17K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Definitive Healthcare as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.