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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
–
2613
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
$4.24B AUM
4.24%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
PCM
Palisade Capital Management
Fort Lee, New Jersey
$3B AUM
14%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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