Clearstead Advisors’s Health Catalyst HCAT Stock Holding History

Clearstead Advisors’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	$4	Buy	+2	New	+$3	﹤0.01%	3648

Other funds holding HCAT

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

Clearstead Advisors's HCAT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Health Catalyst (HCAT) in Q2 2026: 2 shares worth $4. The stake represents ﹤0.01% of the portfolio and ranks #3648 among its holdings.

45 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

Clearstead Advisors held 2 shares of Health Catalyst worth $4 as of Q2 2026.
Health Catalyst was a new Clearstead Advisors position in Q2 2026.
Health Catalyst made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3648 holding.
45 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.