TPCW
WAY

TD Private Client Wealth’s Waystar Holding Corp WAY Stock Holding History

TD Private Client Wealth’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
Q1 		$434 Hold
18
– – ﹤0.01% 1505
2025
Q4 		$590 Buy
+18
New +$641 ﹤0.01% 1470

Other funds holding WAY

EFM
EQT Fund Management Luxembourg $1.02B AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

TD Private Client Wealth's WAY Position: Q1 2026 in Review

TD Private Client Wealth held its Waystar Holding Corp (WAY) position steady in Q1 2026 at 18 shares worth $434. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

TD Private Client Wealth first reported a position in WAY in Q4 2025 and has held it in 2 quarters since. The position peaked at $590 in Q4 2025. 305 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • TD Private Client Wealth held 18 shares of Waystar Holding Corp worth $434 as of Q1 2026.
  • TD Private Client Wealth left its Waystar Holding Corp share count unchanged in Q1 2026.
  • Waystar Holding Corp made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1505 holding.
  • TD Private Client Wealth first reported a position in Waystar Holding Corp in Q4 2025 and has held it in 2 quarters since.
  • TD Private Client Wealth's Waystar Holding Corp position peaked at $590 in Q4 2025.
  • 305 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.