AF
HCAT icon

Allworth Financial’s Health Catalyst HCAT Stock Holding History

Allworth Financial’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 		$455 Buy
+358
New +$673 ﹤0.01% 4752
2025
Q4 		– Sell
-175
Closed -$499 – 5134
2025
Q3 		$499 Hold
175
– – ﹤0.01% 4430
2025
Q2 		$660 Hold
175
– – ﹤0.01% 4066
2025
Q1 		$697 Hold
175
– – ﹤0.01% 3592
2024
Q4 		$982 Hold
175
– – ﹤0.01% 3404
2024
Q3 		$1.43K Hold
175
– – ﹤0.01% 3092
2024
Q2 		$1.27K Buy
175
+104
+146% +$668 ﹤0.01% 3085
2024
Q1 		$535 Hold
71
– – ﹤0.01% 3267
2023
Q4 		$658 Buy
+71
New +$580 ﹤0.01% 3069
2023
Q3 		– Sell
-358
Closed -$4.47K – 3480
2023
Q2 		$4.47K Hold
358
– – ﹤0.01% 2155
2023
Q1 		$4.18K Buy
358
+123
+52% +$1.57K ﹤0.01% 2108
2022
Q4 		$2.5K Buy
+235
New +$2.27K ﹤0.01% 2158
2022
Q3 		– Sell
-9
Closed – – 2837
2022
Q2 		$0 Buy
+9
New +$153 ﹤0.01% 2558

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM
BlackRock
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
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return