VWWMG
WAY

Vermillion & White Wealth Management Group’s Waystar Holding Corp WAY Stock Holding History

Vermillion & White Wealth Management Group’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
Q1 		– Sell
-104
Closed -$3.41K – 562
2025
Q4 		$3.41K Hold
104
– – ﹤0.01% 457
2025
Q3 		$3.94K Hold
104
– – ﹤0.01% 457
2025
Q2 		$4.25K Buy
+104
New +$4.01K ﹤0.01% 404

Other funds holding WAY

EFM
EQT Fund Management Luxembourg $1.02B AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Vermillion & White Wealth Management Group's WAY Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Waystar Holding Corp (WAY) in Q1 2026, closing a stake of 104 shares — an estimated $3.41K sold.

Vermillion & White Wealth Management Group first reported a position in WAY in Q2 2025 and held it in 3 quarters. The position peaked at $4.25K in Q2 2025. 305 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Waystar Holding Corp position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 104 Waystar Holding Corp shares in Q1 2026, an estimated $3.41K.
  • Vermillion & White Wealth Management Group first reported a position in Waystar Holding Corp in Q2 2025 and held it in 3 quarters.
  • Vermillion & White Wealth Management Group's Waystar Holding Corp position peaked at $4.25K in Q2 2025.
  • 305 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.