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Essential Partners’s Health Catalyst HCAT Stock Holding History

Essential Partners’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
Q3 		– Sell
-269
Closed -$535 – 2916
2026
Q2 		$535 Sell
269
-4,872
-95% -$7.03K ﹤0.01% 2458
2026
Q1 		$6.53K Buy
5,141
+5,138
+171,267% +$9.66K ﹤0.01% 1461
2025
Q4 		$7 Sell
3
-1,128
-100% -$3.08K ﹤0.01% 2759
2025
Q3 		$3.22K Buy
+1,131
New +$3.87K ﹤0.01% 1606

Other funds holding HCAT

NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's HCAT Position: Q3 2026 in Review

Essential Partners sold out of Health Catalyst (HCAT) in Q3 2026, closing a stake of 269 shares — an estimated $535 sold.

Essential Partners first reported a position in HCAT in Q3 2025 and held it in 4 quarters. The position peaked at $6.53K in Q1 2026. 5 funds tracked by Wall St. Rank hold HCAT as of Q3 2026.

  • Essential Partners reported no remaining Health Catalyst position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 269 Health Catalyst shares in Q3 2026, an estimated $535.
  • Essential Partners first reported a position in Health Catalyst in Q3 2025 and held it in 4 quarters.
  • Essential Partners's Health Catalyst position peaked at $6.53K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.