GSWM
HCAT icon

Golden State Wealth Management’s Health Catalyst HCAT Stock Holding History

Golden State Wealth Management’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
Q1 		– Sell
-15
Closed -$36 – 1670
2025
Q4 		$36 Buy
+15
New +$41 ﹤0.01% 1659

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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 $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Golden State Wealth Management's HCAT Position: Q1 2026 in Review

Golden State Wealth Management sold out of Health Catalyst (HCAT) in Q1 2026, closing a stake of 15 shares — an estimated $36 sold.

Golden State Wealth Management first reported a position in HCAT in Q4 2025 and held it in 1 quarter. The position peaked at $36 in Q4 2025. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

  • Golden State Wealth Management reported no remaining Health Catalyst position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 15 Health Catalyst shares in Q1 2026, an estimated $36.
  • Golden State Wealth Management first reported a position in Health Catalyst in Q4 2025 and held it in 1 quarter.
  • Golden State Wealth Management's Health Catalyst position peaked at $36 in Q4 2025.
  • 130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.