Portside Wealth Group’s Waystar Holding Corp WAY Stock Holding History

Portside Wealth Group’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	$247K	Buy	+9,742	New	+$235K	0.03%	463

Other funds holding WAY

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

BWM

Brown Wealth Management Naperville, Illinois $456M AUM 10.79% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Portside Wealth Group's WAY Position: Q3 2026 in Review

Portside Wealth Group opened a new position in Waystar Holding Corp (WAY) in Q3 2026: 9,742 shares worth $247K. The stake represents 0.03% of the portfolio and ranks #463 among its holdings.

36 funds tracked by Wall St. Rank hold WAY as of Q3 2026.

Portside Wealth Group held 9,742 shares of Waystar Holding Corp worth $247K as of Q3 2026.
Waystar Holding Corp was a new Portside Wealth Group position in Q3 2026.
Waystar Holding Corp made up 0.03% of Portside Wealth Group's portfolio in Q3 2026, its #463 holding.
36 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.