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Western Wealth Management’s Definitive Healthcare DH Stock Holding History

Western Wealth Management’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
Q1 		– Sell
-22,000
Closed -$90.4K – 694
2024
Q4 		$90.4K Buy
+22,000
New +$96.2K ﹤0.01% 746

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Western Wealth Management's DH Position: Q1 2025 in Review

Western Wealth Management sold out of Definitive Healthcare (DH) in Q1 2025, closing a stake of 22,000 shares — an estimated $90.4K sold.

Western Wealth Management first reported a position in DH in Q4 2024 and held it in 1 quarter. The position peaked at $90.4K in Q4 2024. 136 funds tracked by Wall St. Rank hold DH as of Q1 2025.

  • Western Wealth Management reported no remaining Definitive Healthcare position as of Q1 2025 after selling out during the quarter.
  • Western Wealth Management sold 22,000 Definitive Healthcare shares in Q1 2025, an estimated $90.4K.
  • Western Wealth Management first reported a position in Definitive Healthcare in Q4 2024 and held it in 1 quarter.
  • Western Wealth Management's Definitive Healthcare position peaked at $90.4K in Q4 2024.
  • 136 funds tracked by Wall St. Rank held Definitive Healthcare as of Q1 2025.

Based on Western Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.