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Callan Family Office’s Health Catalyst HCAT Stock Holding History

Callan Family Office’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 		$20.8K Sell
10,449
-1,645
-14% -$2.38K ﹤0.01% 1213
2026
Q1 		$15.4K Buy
+12,094
New +$22.8K ﹤0.01% 1129

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

Callan Family Office's HCAT Position: Q2 2026 in Review

Callan Family Office reduced its Health Catalyst (HCAT) stake by 14% in Q2 2026, selling an estimated $2.38K and leaving 10,449 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Callan Family Office first reported a position in HCAT in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • Callan Family Office held 10,449 shares of Health Catalyst worth $20.8K as of Q2 2026.
  • Callan Family Office sold 1,645 Health Catalyst shares in Q2 2026, an estimated $2.38K.
  • Health Catalyst made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1213 holding.
  • Callan Family Office first reported a position in Health Catalyst in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.