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Summit Securities Group’s Definitive Healthcare DH Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-7,844
Closed -$30.6K – 1098
2025
Q2 		$30.6K Buy
7,844
+7,534
+2,430% +$23.7K 0.01% 630
2025
Q1 		$896 Buy
+310
New +$1.26K ﹤0.01% 704

Other funds holding DH

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Securities Group's DH Position: Q3 2025 in Review

Summit Securities Group sold out of Definitive Healthcare (DH) in Q3 2025, closing a stake of 7,844 shares — an estimated $30.6K sold.

Summit Securities Group first reported a position in DH in Q1 2025 and held it in 2 quarters. The position peaked at $30.6K in Q2 2025. 129 funds tracked by Wall St. Rank hold DH as of Q3 2025.

  • Summit Securities Group reported no remaining Definitive Healthcare position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 7,844 Definitive Healthcare shares in Q3 2025, an estimated $30.6K.
  • Summit Securities Group first reported a position in Definitive Healthcare in Q1 2025 and held it in 2 quarters.
  • Summit Securities Group's Definitive Healthcare position peaked at $30.6K in Q2 2025.
  • 129 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.