FFA
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Farther Finance Advisors’s Health Catalyst HCAT Stock Holding History

Farther Finance 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 		$384 Buy
193
+54
+39% +$78 ﹤0.01% 5588
2026
Q1 		$161 Buy
139
+79
+132% +$149 ﹤0.01% 5458
2025
Q4 		$143 Sell
60
-193
-76% -$528 ﹤0.01% 5262
2025
Q3 		$721 Buy
253
+243
+2,430% +$832 ﹤0.01% 4451
2025
Q2 		$38 Hold
10
– – ﹤0.01% 4387
2025
Q1 		$43 Sell
10
-5
-33% -$26 ﹤0.01% 4139
2024
Q4 		$106 Hold
15
– – ﹤0.01% 3774
2024
Q3 		$122 Hold
15
– – ﹤0.01% 3743
2024
Q2 		$91 Hold
15
– – ﹤0.01% 3610
2024
Q1 		$109 Buy
15
+1
+7% +$9 ﹤0.01% 3371
2023
Q4 		$130 Buy
+14
New +$114 ﹤0.01% 3280

Other funds holding HCAT

NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Farther Finance Advisors's HCAT Position: Q2 2026 in Review

Farther Finance Advisors increased its Health Catalyst (HCAT) stake by 39% in Q2 2026, buying an estimated $78 and bringing the position to 193 shares worth $384. The position accounts for ﹤0.01% of the portfolio, ranked #5588.

Farther Finance Advisors first reported a position in HCAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $721 in Q3 2025. 8 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • Farther Finance Advisors held 193 shares of Health Catalyst worth $384 as of Q2 2026.
  • Farther Finance Advisors bought 54 Health Catalyst shares in Q2 2026, an estimated $78.
  • Health Catalyst made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5588 holding.
  • Farther Finance Advisors first reported a position in Health Catalyst in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's Health Catalyst position peaked at $721 in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.