CA
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Continuum Advisory’s Health Catalyst HCAT Stock Holding History

Continuum Advisory’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
2025
Q2 		– Sell
-350
Closed -$1.59K – 891
2025
Q1 		$1.59K Buy
350
+18
+5% +$95 ﹤0.01% 1426
2024
Q4 		$2.35K Hold
332
– – ﹤0.01% 1365
2024
Q3 		$2.81K Hold
332
– – ﹤0.01% 1321
2024
Q2 		$2.12K Hold
332
– – ﹤0.01% 1286
2024
Q1 		$2.21K Buy
+332
New +$3.03K ﹤0.01% 1271

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Continuum Advisory's HCAT Position: Q2 2025 in Review

Continuum Advisory sold out of Health Catalyst (HCAT) in Q2 2025, closing a stake of 350 shares — an estimated $1.59K sold.

Continuum Advisory first reported a position in HCAT in Q1 2024 and held it in 5 quarters. The position peaked at $2.81K in Q3 2024. 145 funds tracked by Wall St. Rank hold HCAT as of Q2 2025.

  • Continuum Advisory reported no remaining Health Catalyst position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 350 Health Catalyst shares in Q2 2025, an estimated $1.59K.
  • Continuum Advisory first reported a position in Health Catalyst in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Health Catalyst position peaked at $2.81K in Q3 2024.
  • 145 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.