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 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 $1.12B AUM 114.45% 1-Year Est. Return

CDC Financial Chicago, Illinois $157M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Services Network's HCAT Position: Q1 2026 in Review

Advisory Services Network opened a new position in Health Catalyst (HCAT) in Q1 2026: 1,578 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #4136 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in HCAT as recently as Q3 2025.

Advisory Services Network first reported a position in HCAT in Q4 2020 and has held it in 9 quarters since. The position peaked at $479K in Q2 2021. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

Advisory Services Network held 1,578 shares of Health Catalyst worth $2K as of Q1 2026.
Health Catalyst was a new Advisory Services Network position in Q1 2026.
Health Catalyst made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4136 holding.
Advisory Services Network first reported a position in Health Catalyst in Q4 2020 and has held it in 9 quarters since.
Advisory Services Network's Health Catalyst position peaked at $479K in Q2 2021.
130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.