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High Note Wealth’s Health Catalyst HCAT Stock Holding History

High Note Wealth’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
2025
Q2 		– Sell
-2,568
Closed -$11.6K – 934
2025
Q1 		$11.6K Hold
2,568
– – ﹤0.01% 277
2024
Q4 		$18.2K Buy
+2,568
New +$20.5K ﹤0.01% 244

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 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 $1.88T AUM 44.46% 1-Year Est. Return

High Note Wealth's HCAT Position: Q2 2025 in Review

High Note Wealth sold out of Health Catalyst (HCAT) in Q2 2025, closing a stake of 2,568 shares — an estimated $11.6K sold.

High Note Wealth first reported a position in HCAT in Q4 2024 and held it in 2 quarters. The position peaked at $18.2K in Q4 2024. 145 funds tracked by Wall St. Rank hold HCAT as of Q2 2025.

  • High Note Wealth reported no remaining Health Catalyst position as of Q2 2025 after selling out during the quarter.
  • High Note Wealth sold 2,568 Health Catalyst shares in Q2 2025, an estimated $11.6K.
  • High Note Wealth first reported a position in Health Catalyst in Q4 2024 and held it in 2 quarters.
  • High Note Wealth's Health Catalyst position peaked at $18.2K in Q4 2024.
  • 145 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2025.

Based on High Note Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.