TWD
WAY

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
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

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
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

True Wealth Design reduced its Waystar Holding Corp (WAY) stake by 65% in Q2 2026, selling an estimated $1.91K and leaving 48 shares worth $986. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

True Wealth Design first reported a position in WAY in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.35K in Q1 2026. 17 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • True Wealth Design held 48 shares of Waystar Holding Corp worth $986 as of Q2 2026.
  • True Wealth Design sold 91 Waystar Holding Corp shares in Q2 2026, an estimated $1.91K.
  • Waystar Holding Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1983 holding.
  • True Wealth Design first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 4 quarters since.
  • True Wealth Design's Waystar Holding Corp position peaked at $3.35K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

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