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Avion Wealth’s Health Catalyst HCAT Stock Holding History

Avion Wealth’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 		$0 Buy
+256
New +$482 ﹤0.01% 1394
2025
Q4 		– Sell
-140
Closed – – 1381
2025
Q3 		$0 Buy
+140
New +$479 ﹤0.01% 1341

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

Avion Wealth's HCAT Position: Q1 2026 in Review

Avion Wealth opened a new position in Health Catalyst (HCAT) in Q1 2026: 256 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1394 among its holdings. This is a return to the name: Avion Wealth previously reported a position in HCAT as recently as Q3 2025.

Avion Wealth first reported a position in HCAT in Q3 2025 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

  • Avion Wealth held 256 shares of Health Catalyst worth $0 as of Q1 2026.
  • Health Catalyst was a new Avion Wealth position in Q1 2026.
  • Health Catalyst made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1394 holding.
  • Avion Wealth first reported a position in Health Catalyst in Q3 2025 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.