PWPS
WAY

Pinnacle Wealth Planning Services’s Waystar Holding Corp WAY Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$35.4K Sell
1,725
-416
-19% -$8.75K ﹤0.01% 1507
2026
Q1 		$51.6K Buy
2,141
+2,088
+3,940% +$55.4K 0.01% 1187
2025
Q4 		$1.74K Buy
+53
New +$1.89K ﹤0.01% 2509

Other funds holding WAY

EFM
EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's WAY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Waystar Holding Corp (WAY) stake by 19% in Q2 2026, selling an estimated $8.75K and leaving 1,725 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Pinnacle Wealth Planning Services first reported a position in WAY in Q4 2025 and has held it in 3 quarters since. The position peaked at $51.6K in Q1 2026. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,725 shares of Waystar Holding Corp worth $35.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 416 Waystar Holding Corp shares in Q2 2026, an estimated $8.75K.
  • Waystar Holding Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1507 holding.
  • Pinnacle Wealth Planning Services first reported a position in Waystar Holding Corp in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Waystar Holding Corp position peaked at $51.6K in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.