EverSource Wealth Advisors’s Health Catalyst HCAT Stock Holding History

EverSource Wealth 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	$1.78K	Buy	896 +309	+53%	+$446	﹤0.01%	3767
2026 Q1	$745	Buy	587 +566	+2,695%	+$1.06K	﹤0.01%	3955
2025 Q4	$50	Buy	+21	New	+$57	﹤0.01%	4171
2025 Q3	–	Sell	-32	Closed	-$121	–	4390
2025 Q2	$121	Sell	32 -59	-65%	-$232	﹤0.01%	4107
2025 Q1	$412	Buy	91 +76	+507%	+$402	﹤0.01%	3524
2024 Q4	$106	Sell	15 -3	-17%	-$24	﹤0.01%	3538
2024 Q3	$147	Hold	18	–	–	﹤0.01%	2968
2024 Q2	$133	Buy	+18	New	+$116	﹤0.01%	2989
2023 Q1	–	Sell	-26	Closed	-$276	–	2450
2022 Q4	$276	Buy	+26	New	+$251	﹤0.01%	2244
2022 Q3	–	Sell	-154	Closed	-$2K	–	2025
2022 Q2	$2K	Buy	+154	New	+$2.63K	﹤0.01%	1511

Other funds holding HCAT

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

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

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

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

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

SRS

Strong Retirement Solutions Silverdale, Washington $167M AUM

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cigna Investments Bloomfield, Connecticut $773M AUM 44.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

EverSource Wealth Advisors's HCAT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Health Catalyst (HCAT) stake by 53% in Q2 2026, buying an estimated $446 and bringing the position to 896 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #3767.

EverSource Wealth Advisors first reported a position in HCAT in Q2 2022 and has held it in 10 quarters since. The position peaked at $2K in Q2 2022. 26 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

EverSource Wealth Advisors held 896 shares of Health Catalyst worth $1.78K as of Q2 2026.
EverSource Wealth Advisors bought 309 Health Catalyst shares in Q2 2026, an estimated $446.
Health Catalyst made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3767 holding.
EverSource Wealth Advisors first reported a position in Health Catalyst in Q2 2022 and has held it in 10 quarters since.
EverSource Wealth Advisors's Health Catalyst position peaked at $2K in Q2 2022.
26 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.