Williams & Novak
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Williams & Novak’s Definitive Healthcare DH Stock Holding History

Williams & Novak’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
2026
Q3 		$82K Buy
90,610
+12,000
+15% +$9.8K 0.05% 132
2026
Q2 		$65.3K Buy
78,610
+47,880
+156% +$43.9K 0.04% 132
2026
Q1 		$33.5K Buy
+30,730
New +$53.4K 0.03% 135

Other funds holding DH

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return
Baker Tilly Wealth Management
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Williams & Novak's DH Position: Q3 2026 in Review

Williams & Novak increased its Definitive Healthcare (DH) stake by 15% in Q3 2026, buying an estimated $9.8K and bringing the position to 90,610 shares worth $82K. The position accounts for 0.05% of the portfolio, ranked #132.

Williams & Novak first reported a position in DH in Q1 2026 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold DH as of Q3 2026.

  • Williams & Novak held 90,610 shares of Definitive Healthcare worth $82K as of Q3 2026.
  • Williams & Novak bought 12,000 Definitive Healthcare shares in Q3 2026, an estimated $9.8K.
  • Definitive Healthcare made up 0.05% of Williams & Novak's portfolio in Q3 2026, its #132 holding.
  • Williams & Novak first reported a position in Definitive Healthcare in Q1 2026 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.