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Creative Planning WAY Position History
Waystar Holding Corp. • Technology
Quarters held
8
Latest value
$2.8M
Q3 2026
Peak value
$3.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $926K |
| Q3 2025 | $7K |
| Q4 2025 | $502K |
| Q1 2026 | $3.2M |
| Q2 2026 | $616 |
| Q2 2026 | $1.2M |
| Q3 2026 | $22K |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 110.7K | — | — |
| Q3 2026 | $22K | 872 | — | — |
| Q2 2026 | $1.2M | 58.1K | — | — |
| Q2 2026 | $616 | 30 | — | — |
| Q1 2026 | $3.2M | 133.7K | — | — |
| Q4 2025 | $502K | 15.3K | — | — |
| Q3 2025 | $7K | 194 | — | — |
| Q3 2025 | $926K | 24.4K | — | — |