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Martin Worley Group’s Health Catalyst HCAT Stock Holding History

Martin Worley Group’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
-11,000
Closed -$49.8K – 93
2025
Q1 		$49.8K Hold
11,000
– – 0.03% 83
2024
Q4 		$77.8K Buy
+11,000
New +$87.6K 0.05% 86

Other funds holding HCAT

FLAM
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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

Martin Worley Group's HCAT Position: Q2 2025 in Review

Martin Worley Group sold out of Health Catalyst (HCAT) in Q2 2025, closing a stake of 11,000 shares — an estimated $49.8K sold.

Martin Worley Group first reported a position in HCAT in Q4 2024 and held it in 2 quarters. The position peaked at $77.8K in Q4 2024. 145 funds tracked by Wall St. Rank hold HCAT as of Q2 2025.

  • Martin Worley Group reported no remaining Health Catalyst position as of Q2 2025 after selling out during the quarter.
  • Martin Worley Group sold 11,000 Health Catalyst shares in Q2 2025, an estimated $49.8K.
  • Martin Worley Group first reported a position in Health Catalyst in Q4 2024 and held it in 2 quarters.
  • Martin Worley Group's Health Catalyst position peaked at $77.8K in Q4 2024.
  • 145 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.