TWD
WAY icon

True Wealth Design’s Waystar Holding Corp WAY Stock Holding History

True Wealth Design’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
Q3 		$1.24K Buy
49
+1
+2% +$24 ﹤0.01% 1861
2026
Q2 		$986 Sell
48
-91
-65% -$1.91K ﹤0.01% 1983
2026
Q1 		$3.35K Buy
139
+116
+504% +$3.08K ﹤0.01% 1353
2025
Q4 		$754 Hold
23
– – ﹤0.01% 1806
2025
Q3 		$873 Buy
+23
New +$852 ﹤0.01% 1799

Other funds holding WAY

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's WAY Position: Q3 2026 in Review

True Wealth Design increased its Waystar Holding Corp (WAY) stake by 2.1% in Q3 2026, buying an estimated $24 and bringing the position to 49 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

True Wealth Design first reported a position in WAY in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.35K in Q1 2026. 13 funds tracked by Wall St. Rank hold WAY as of Q3 2026.

  • True Wealth Design held 49 shares of Waystar Holding Corp worth $1.24K as of Q3 2026.
  • True Wealth Design bought 1 Waystar Holding Corp share in Q3 2026, an estimated $24.
  • Waystar Holding Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1861 holding.
  • True Wealth Design first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 5 quarters since.
  • True Wealth Design's Waystar Holding Corp position peaked at $3.35K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.