UBS AM
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UBS AM’s Definitive Healthcare DH Stock Holding History

UBS AM’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
Q2 		– Sell
-81,358
Closed -$235K – 2644
2025
Q1 		$235K Hold
81,358
– – ﹤0.01% 2572
2024
Q4 		$334K Buy
81,358
+4,748
+6% +$20.8K ﹤0.01% 2604
2024
Q3 		$342K Sell
76,610
-4,329
-5% -$20.3K ﹤0.01% 2706
2024
Q2 		$442K Buy
80,939
+21,073
+35% +$133K ﹤0.01% 2653
2024
Q1 		$483K Buy
59,866
+3,813
+7% +$33.7K ﹤0.01% 2299
2023
Q4 		$557K Hold
56,053
– – ﹤0.01% 2289
2023
Q3 		$448K Hold
56,053
– – ﹤0.01% 2336
2023
Q2 		$579K Hold
56,053
– – ﹤0.01% 2263
2023
Q1 		$579K Buy
+56,053
New +$660K ﹤0.01% 2263
2022
Q4 		– Sell
-30,862
Closed -$480K – 2610
2022
Q3 		$480K Sell
30,862
-2,409
-7% -$53K ﹤0.01% 2359
2022
Q2 		$763K Buy
+33,271
New +$712K ﹤0.01% 2103

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM's DH Position: Q2 2025 in Review

UBS AM sold out of Definitive Healthcare (DH) in Q2 2025, closing a stake of 81,358 shares — an estimated $235K sold.

UBS AM first reported a position in DH in Q2 2022 and held it in 11 quarters. The position peaked at $763K in Q2 2022. 121 funds tracked by Wall St. Rank hold DH as of Q2 2025.

  • UBS AM reported no remaining Definitive Healthcare position as of Q2 2025 after selling out during the quarter.
  • UBS AM sold 81,358 Definitive Healthcare shares in Q2 2025, an estimated $235K.
  • UBS AM first reported a position in Definitive Healthcare in Q2 2022 and held it in 11 quarters.
  • UBS AM's Definitive Healthcare position peaked at $763K in Q2 2022.
  • 121 funds tracked by Wall St. Rank held Definitive Healthcare as of Q2 2025.

Based on UBS AM's 13F filing for Q2 2025, filed 14 Aug 2025.