James T. Borello RIA
WAY icon

James T. Borello RIA’s Waystar Holding Corp WAY Stock Holding History

James T. Borello RIA’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
Q2 		– Sell
-14
Closed -$338 – 1301
2026
Q1 		$338 Buy
+14
New +$372 ﹤0.01% 1072
2025
Q4 		– Sell
-2
Closed -$76 – 1208
2025
Q3 		$76 Buy
+2
New +$74 ﹤0.01% 968

Other funds holding WAY

EQT Fund Management
EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bain Capital Investors
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Advent International
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldentree Asset Management
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

James T. Borello RIA's WAY Position: Q2 2026 in Review

James T. Borello RIA sold out of Waystar Holding Corp (WAY) in Q2 2026, closing a stake of 14 shares — an estimated $338 sold.

James T. Borello RIA first reported a position in WAY in Q3 2025 and held it in 2 quarters. The position peaked at $338 in Q1 2026. 301 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • James T. Borello RIA reported no remaining Waystar Holding Corp position as of Q2 2026 after selling out during the quarter.
  • James T. Borello RIA sold 14 Waystar Holding Corp shares in Q2 2026, an estimated $338.
  • James T. Borello RIA first reported a position in Waystar Holding Corp in Q3 2025 and held it in 2 quarters.
  • James T. Borello RIA's Waystar Holding Corp position peaked at $338 in Q1 2026.
  • 301 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.