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 Q2	$707	Sell	355 -3	-0.8%	-$4	﹤0.01%	4789
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 $1.65B AUM 203.21% 1-Year Est. Return

CDC Financial Chicago, Illinois $239M AUM

PVM

Palogic Value Management Dallas, Texas $306M AUM 15.41% 1-Year Est. Return

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

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 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

Allworth Financial's HCAT Position: Q2 2026 in Review

Allworth Financial reduced its Health Catalyst (HCAT) stake by 0.84% in Q2 2026, selling an estimated $4 and leaving 355 shares worth $707. The position accounts for ﹤0.01% of the portfolio, ranked #4789.

Allworth Financial first reported a position in HCAT in Q2 2022 and has held it in 14 quarters since. The position peaked at $4.47K in Q2 2023. 126 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

Allworth Financial held 355 shares of Health Catalyst worth $707 as of Q2 2026.
Allworth Financial sold 3 Health Catalyst shares in Q2 2026, an estimated $4.
Health Catalyst made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4789 holding.
Allworth Financial first reported a position in Health Catalyst in Q2 2022 and has held it in 14 quarters since.
Allworth Financial's Health Catalyst position peaked at $4.47K in Q2 2023.
126 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.