Private Wealth Management Group, LLC
Position in WAY — Waystar Holding Corp.
CIK 2011342
PRINCETON, NJ
Position in WAY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,053
New position
Shares Held
100
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#280
of 300 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Health Information Services
Healthcare · as of Jun 30, 2026Private Wealth Management Group, LLC holds $51,803 across 8 Health Information Services names. WAY ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
95 | $16,859 | |
| 2 | TXG |
10x Genomics, Inc.
|
395 | $15,144 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
112 | $7,810 | |
| 4 | OMCL |
Omnicell, Inc.
|
133 | $5,522 | |
| 5 | PHR |
Phreesia, Inc.
|
222 | $2,284 | |
| 6 | WAY |
Waystar Holding Corp.
This page
|
100 | $2,053 | |
| 7 | HQY |
Healthequity, Inc.
|
22 | $1,987 | |
| 8 | TDOC |
Teladoc Health, Inc.
|
17 | $144 |
All Filings in WAY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,053 | 100 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||