SFA
WAY

Sequoia Financial Advisors’s Waystar Holding Corp WAY Stock Holding History

Sequoia Financial Advisors’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 		– Sell
-8,405
Closed -$203K – 2263
2026
Q1 		$203K Buy
+8,405
New +$223K ﹤0.01% 1788

Other funds holding WAY

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Sequoia Financial Advisors's WAY Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of Waystar Holding Corp (WAY) in Q2 2026, closing a stake of 8,405 shares — an estimated $203K sold.

Sequoia Financial Advisors first reported a position in WAY in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 18 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining Waystar Holding Corp position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 8,405 Waystar Holding Corp shares in Q2 2026, an estimated $203K.
  • Sequoia Financial Advisors first reported a position in Waystar Holding Corp in Q1 2026 and held it in 1 quarter.
  • Sequoia Financial Advisors's Waystar Holding Corp position peaked at $203K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.