Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Health Catalyst HCAT Stock Holding History

Carson Wealth (CWM LLC)’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 		$15.7K Buy
12,381
+11,206
+954% +$21.1K ﹤0.01% 4559
2025
Q4 		$3K Sell
1,175
-2,232
-66% -$6.1K ﹤0.01% 4977
2025
Q3 		$10K Buy
3,407
+1,750
+106% +$5.99K ﹤0.01% 4474
2025
Q2 		$6K Sell
1,657
-2,182
-57% -$8.58K ﹤0.01% 4537
2025
Q1 		$17K Buy
3,839
+2,846
+287% +$15.1K ﹤0.01% 3799
2024
Q4 		$7K Buy
993
+2
+0.2% +$16 ﹤0.01% 4046
2024
Q3 		$8K Sell
991
-53
-5% -$383 ﹤0.01% 3886
2024
Q2 		$7K Buy
1,044
+339
+48% +$2.18K ﹤0.01% 3710
2024
Q1 		$5K Buy
705
+9
+1% +$82 ﹤0.01% 3659
2023
Q4 		$6K Sell
696
-767
-52% -$6.27K ﹤0.01% 3427
2023
Q3 		$15K Hold
1,463
– – ﹤0.01% 2871
2023
Q2 		$18K Hold
1,463
– – ﹤0.01% 2709
2023
Q1 		$17K Hold
1,463
– – ﹤0.01% 2618
2022
Q4 		$16K Buy
1,463
+306
+26% +$2.95K ﹤0.01% 2510
2022
Q3 		$11K Buy
1,157
+774
+202% +$10.2K ﹤0.01% 2627
2022
Q2 		$6K Buy
383
+320
+508% +$5.46K ﹤0.01% 2888
2022
Q1 		$2K Buy
+63
New +$1.79K ﹤0.01% 3179

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

Carson Wealth (CWM LLC)'s HCAT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Health Catalyst (HCAT) stake by 954% in Q1 2026, buying an estimated $21.1K and bringing the position to 12,381 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4559.

Carson Wealth (CWM LLC) first reported a position in HCAT in Q1 2022 and has held it in 17 quarters since. The position peaked at $18K in Q2 2023. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,381 shares of Health Catalyst worth $15.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,206 Health Catalyst shares in Q1 2026, an estimated $21.1K.
  • Health Catalyst made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4559 holding.
  • Carson Wealth (CWM LLC) first reported a position in Health Catalyst in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Health Catalyst position peaked at $18K in Q2 2023.
  • 130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.