Pinnacle Associates’s Definitive Healthcare DH Stock Holding History

Pinnacle Associates’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 Q3	$235K	Sell	260,000 -37	-0%	-$30	﹤0.01%	873
2026 Q2	$216K	Buy	260,037 +37	+0%	+$34	﹤0.01%	908
2026 Q1	$320K	Sell	260,000 -12	-0%	-$21	﹤0.01%	780
2025 Q4	$746K	Buy	260,012 +130,012	+100%	+$360K	0.01%	573
2025 Q3	$528K	Hold	130,000	–	–	0.01%	629
2025 Q2	$507K	Sell	130,000 -130,000	-50%	-$410K	0.01%	626
2025 Q1	$751K	Buy	+260,000	New	+$1.06M	0.01%	537

Other funds holding DH

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Flywheel Private Wealth Los Altos, California $202M AUM 19.93% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Pinnacle Associates's DH Position: Q3 2026 in Review

Pinnacle Associates reduced its Definitive Healthcare (DH) stake by 0.01% in Q3 2026, selling an estimated $30 and leaving 260,000 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Pinnacle Associates first reported a position in DH in Q1 2025 and has held it in 7 quarters since. The position peaked at $751K in Q1 2025. 30 funds tracked by Wall St. Rank hold DH as of Q3 2026.

Pinnacle Associates held 260,000 shares of Definitive Healthcare worth $235K as of Q3 2026.
Pinnacle Associates sold 37 Definitive Healthcare shares in Q3 2026, an estimated $30.
Definitive Healthcare made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #873 holding.
Pinnacle Associates first reported a position in Definitive Healthcare in Q1 2025 and has held it in 7 quarters since.
Pinnacle Associates's Definitive Healthcare position peaked at $751K in Q1 2025.
30 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.