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Divergent Planning’s Health Catalyst HCAT Stock Holding History

Divergent 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
2025
Q4 		$25.1K Hold
10,998
– – 0.01% 36
2025
Q3 		$32.6K Hold
10,998
– – 0.01% 35
2025
Q2 		$44.5K Buy
+10,998
New +$43.3K 0.01% 35

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
CF
CDC Financial Chicago, Illinois $239M AUM
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
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Divergent Planning's HCAT Position: Q4 2025 in Review

Divergent Planning held its Health Catalyst (HCAT) position steady in Q4 2025 at 10,998 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #36.

Divergent Planning first reported a position in HCAT in Q2 2025 and has held it in 3 quarters since. The position peaked at $44.5K in Q2 2025. 136 funds tracked by Wall St. Rank hold HCAT as of Q4 2025.

  • Divergent Planning held 10,998 shares of Health Catalyst worth $25.1K as of Q4 2025.
  • Divergent Planning left its Health Catalyst share count unchanged in Q4 2025.
  • Health Catalyst made up 0.01% of Divergent Planning's portfolio in Q4 2025, its #36 holding.
  • Divergent Planning first reported a position in Health Catalyst in Q2 2025 and has held it in 3 quarters since.
  • Divergent Planning's Health Catalyst position peaked at $44.5K in Q2 2025.
  • 136 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.