Advisory Services Network’s Health Catalyst HCAT Stock Holding History

Advisory Services Network’s Portfolio HCAT Stock Details HCAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,578	Closed	-$2K	–	3240
2026 Q1	$2K	Buy	+1,578	New	+$2.97K	﹤0.01%	4136
2025 Q4	–	Sell	-2,616	Closed	-$7.46K	–	2865
2025 Q3	$7.46K	Buy	+2,616	New	+$8.96K	﹤0.01%	3393
2024 Q1	–	Sell	-228	Closed	-$2.11K	–	2382
2023 Q4	$2.11K	Buy	+228	New	+$1.86K	﹤0.01%	3385
2023 Q2	–	Sell	-119	Closed	-$1.39K	–	2368
2023 Q1	$1.39K	Buy	119 +58	+95%	+$739	﹤0.01%	3539
2022 Q4	$648	Buy	+61	New	+$589	﹤0.01%	3695
2021 Q4	–	Sell	-8,371	Closed	-$419K	–	1441
2021 Q3	$419K	Sell	8,371 -263	-3%	-$14.3K	0.01%	945
2021 Q2	$479K	Sell	8,634 -658	-7%	-$35.1K	0.02%	900
2021 Q1	$435K	Buy	9,292 +495	+6%	+$24K	0.02%	887
2020 Q4	$383K	Buy	+8,797	New	+$325K	0.02%	848

Other funds holding HCAT

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

CDC Financial Chicago, Illinois $239M AUM

PVM

Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Services Network's HCAT Position: Q2 2026 in Review

Advisory Services Network sold out of Health Catalyst (HCAT) in Q2 2026, closing a stake of 1,578 shares — an estimated $2K sold.

Advisory Services Network first reported a position in HCAT in Q4 2020 and held it in 9 quarters. The position peaked at $479K in Q2 2021. 127 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

Advisory Services Network reported no remaining Health Catalyst position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,578 Health Catalyst shares in Q2 2026, an estimated $2K.
Advisory Services Network first reported a position in Health Catalyst in Q4 2020 and held it in 9 quarters.
Advisory Services Network's Health Catalyst position peaked at $479K in Q2 2021.
127 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.