Private Wealth Management Group’s Waystar Holding Corp WAY Stock Holding History

Private Wealth Management 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 Q2	$2.05K	Buy	+100	New	+$2.1K	﹤0.01%	1158

Other funds holding WAY

EFM

EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Private Wealth Management Group's WAY Position: Q2 2026 in Review

Private Wealth Management Group opened a new position in Waystar Holding Corp (WAY) in Q2 2026: 100 shares worth $2.05K. The stake represents ﹤0.01% of the portfolio and ranks #1158 among its holdings.

302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

Private Wealth Management Group held 100 shares of Waystar Holding Corp worth $2.05K as of Q2 2026.
Waystar Holding Corp was a new Private Wealth Management Group position in Q2 2026.
Waystar Holding Corp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1158 holding.
302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.