Creative Planning
HCAT icon

Creative Planning’s Health Catalyst HCAT Stock Holding History

Creative Planning’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 		$116K Buy
91,322
+57,540
+170% +$108K ﹤0.01% 3868
2025
Q4 		$80.7K Buy
+33,782
New +$92.4K ﹤0.01% 3741
2025
Q2 		– Sell
-30,551
Closed -$138K – 3731
2025
Q1 		$138K Buy
30,551
+8,811
+41% +$46.6K ﹤0.01% 3184
2024
Q4 		$154K Buy
21,740
+392
+2% +$3.12K ﹤0.01% 3057
2024
Q3 		$174K Buy
21,348
+2,486
+13% +$18K ﹤0.01% 2886
2024
Q2 		$121K Buy
18,862
+3,559
+23% +$22.8K ﹤0.01% 2805
2024
Q1 		$115K Buy
15,303
+401
+3% +$3.66K ﹤0.01% 2681
2023
Q4 		$138K Sell
14,902
-394
-3% -$3.22K ﹤0.01% 2520
2023
Q3 		$155K Sell
15,296
-8,897
-37% -$106K ﹤0.01% 2312
2023
Q2 		$302K Sell
24,193
-252
-1% -$3K ﹤0.01% 1915
2023
Q1 		$285K Sell
24,445
-892
-4% -$11.4K ﹤0.01% 1858
2022
Q4 		$269K Sell
25,337
-1,113
-4% -$10.7K ﹤0.01% 1791
2022
Q3 		$257K Buy
26,450
+10,510
+66% +$139K ﹤0.01% 1749
2022
Q2 		$231K Buy
15,940
+263
+2% +$4.48K ﹤0.01% 1794
2022
Q1 		$410K Buy
+15,677
New +$445K ﹤0.01% 1438

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

Creative Planning's HCAT Position: Q1 2026 in Review

Creative Planning increased its Health Catalyst (HCAT) stake by 170% in Q1 2026, buying an estimated $108K and bringing the position to 91,322 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #3868.

Creative Planning first reported a position in HCAT in Q1 2022 and has held it in 15 quarters since. The position peaked at $410K in Q1 2022. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

  • Creative Planning held 91,322 shares of Health Catalyst worth $116K as of Q1 2026.
  • Creative Planning bought 57,540 Health Catalyst shares in Q1 2026, an estimated $108K.
  • Health Catalyst made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3868 holding.
  • Creative Planning first reported a position in Health Catalyst in Q1 2022 and has held it in 15 quarters since.
  • Creative Planning's Health Catalyst position peaked at $410K in Q1 2022.
  • 130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.