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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
Q2 		$0 Buy
394
+138
+54% +$199 ﹤0.01% 1548
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 $1.65B AUM 203.21% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avion Wealth's HCAT Position: Q2 2026 in Review

Avion Wealth increased its Health Catalyst (HCAT) stake by 54% in Q2 2026, buying an estimated $199 and bringing the position to 394 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Avion Wealth first reported a position in HCAT in Q3 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • Avion Wealth held 394 shares of Health Catalyst worth $0 as of Q2 2026.
  • Avion Wealth bought 138 Health Catalyst shares in Q2 2026, an estimated $199.
  • Health Catalyst made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1548 holding.
  • Avion Wealth first reported a position in Health Catalyst in Q3 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.