True Wealth Design’s Definitive Healthcare DH Stock Holding History

True Wealth Design’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
2026 Q2	$205	Sell	246 -93	-27%	-$85	﹤0.01%	2442
2026 Q1	$417	Sell	339 -98	-22%	-$170	﹤0.01%	2111
2025 Q4	$1.25K	Sell	437 -331	-43%	-$918	﹤0.01%	1626
2025 Q3	$3.12K	Hold	768	–	–	﹤0.01%	1294
2025 Q2	$3K	Buy	768 +750	+4,167%	+$2.36K	﹤0.01%	1009
2025 Q1	$53	Sell	18 -52	-74%	-$211	﹤0.01%	2370
2024 Q4	$288	Sell	70 -103	-60%	-$450	﹤0.01%	1170
2024 Q3	$774	Buy	+173	New	+$812	﹤0.01%	1024
2023 Q1	–	Sell	-1,000	Closed	-$11K	–	866
2022 Q4	$11K	Buy	+1,000	New	+$12.9K	0.01%	213

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

True Wealth Design's DH Position: Q2 2026 in Review

True Wealth Design reduced its Definitive Healthcare (DH) stake by 27% in Q2 2026, selling an estimated $85 and leaving 246 shares worth $205. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

True Wealth Design first reported a position in DH in Q4 2022 and has held it in 9 quarters since. The position peaked at $11K in Q4 2022. 100 funds tracked by Wall St. Rank hold DH as of Q2 2026.

True Wealth Design held 246 shares of Definitive Healthcare worth $205 as of Q2 2026.
True Wealth Design sold 93 Definitive Healthcare shares in Q2 2026, an estimated $85.
Definitive Healthcare made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2442 holding.
True Wealth Design first reported a position in Definitive Healthcare in Q4 2022 and has held it in 9 quarters since.
True Wealth Design's Definitive Healthcare position peaked at $11K in Q4 2022.
100 funds tracked by Wall St. Rank held Definitive Healthcare as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.