PWA
WAY

Physician Wealth Advisors’s Waystar Holding Corp WAY Stock Holding History

Physician Wealth Advisors’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
Q1 		$434 Buy
18
+7
+64% +$186 ﹤0.01% 1970
2025
Q4 		$361 Buy
+11
New +$392 ﹤0.01% 1963
2025
Q3 		– Sell
-12
Closed -$491 – 2074
2025
Q2 		$491 Buy
+12
New +$462 ﹤0.01% 1721

Other funds holding WAY

EFM
EQT Fund Management Luxembourg $1.02B AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Physician Wealth Advisors's WAY Position: Q1 2026 in Review

Physician Wealth Advisors increased its Waystar Holding Corp (WAY) stake by 64% in Q1 2026, buying an estimated $186 and bringing the position to 18 shares worth $434. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

Physician Wealth Advisors first reported a position in WAY in Q2 2025 and has held it in 3 quarters since. The position peaked at $491 in Q2 2025. 305 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Physician Wealth Advisors held 18 shares of Waystar Holding Corp worth $434 as of Q1 2026.
  • Physician Wealth Advisors bought 7 Waystar Holding Corp shares in Q1 2026, an estimated $186.
  • Waystar Holding Corp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1970 holding.
  • Physician Wealth Advisors first reported a position in Waystar Holding Corp in Q2 2025 and has held it in 3 quarters since.
  • Physician Wealth Advisors's Waystar Holding Corp position peaked at $491 in Q2 2025.
  • 305 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.