Rise Advisors’s Definitive Healthcare DH Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-173	Closed	-$702	–	460
2025 Q3	$702	Hold	173	–	–	﹤0.01%	1326
2025 Q2	$675	Sell	173 -26	-13%	-$82	﹤0.01%	1355
2025 Q1	$575	Buy	+199	New	+$807	﹤0.01%	1353

Other funds holding DH

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Rise Advisors's DH Position: Q4 2025 in Review

Rise Advisors sold out of Definitive Healthcare (DH) in Q4 2025, closing a stake of 173 shares — an estimated $702 sold.

Rise Advisors first reported a position in DH in Q1 2025 and held it in 3 quarters. The position peaked at $702 in Q3 2025. 122 funds tracked by Wall St. Rank hold DH as of Q4 2025.

Rise Advisors reported no remaining Definitive Healthcare position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 173 Definitive Healthcare shares in Q4 2025, an estimated $702.
Rise Advisors first reported a position in Definitive Healthcare in Q1 2025 and held it in 3 quarters.
Rise Advisors's Definitive Healthcare position peaked at $702 in Q3 2025.
122 funds tracked by Wall St. Rank held Definitive Healthcare as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.