Farther Finance Advisors
HCAT icon

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
Q3 		– Sell
-193
Closed -$384 – 6236
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 $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

Farther Finance Advisors's HCAT Position: Q3 2026 in Review

Farther Finance Advisors sold out of Health Catalyst (HCAT) in Q3 2026, closing a stake of 193 shares — an estimated $384 sold.

Farther Finance Advisors first reported a position in HCAT in Q4 2023 and held it in 11 quarters. The position peaked at $721 in Q3 2025. 5 funds tracked by Wall St. Rank hold HCAT as of Q3 2026.

  • Farther Finance Advisors reported no remaining Health Catalyst position as of Q3 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 193 Health Catalyst shares in Q3 2026, an estimated $384.
  • Farther Finance Advisors first reported a position in Health Catalyst in Q4 2023 and held it in 11 quarters.
  • Farther Finance Advisors's Health Catalyst position peaked at $721 in Q3 2025.
  • 5 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.