MCF Advisors’s Health Catalyst HCAT Stock Holding History

MCF 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	-46,500	Closed	-$92.5K	–	797
2026 Q2	$92.5K	Sell	46,500 -23,500	-34%	-$33.9K	﹤0.01%	550
2026 Q1	$88.9K	Hold	70,000	–	–	﹤0.01%	515
2025 Q4	$167K	Sell	70,000 -5,000	-7%	-$13.7K	0.01%	339
2025 Q3	$214K	Buy	75,000 +50,000	+200%	+$171K	0.01%	239
2025 Q2	$94.2K	Hold	25,000	–	–	0.01%	318
2025 Q1	$113K	Buy	+25,000	New	+$132K	0.01%	288

Other funds holding HCAT

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Cigna Investments Bloomfield, Connecticut $770M AUM 34.25% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $2.08B AUM 16.73% 1-Year Est. Return

MCF Advisors's HCAT Position: Q3 2026 in Review

MCF Advisors sold out of Health Catalyst (HCAT) in Q3 2026, closing a stake of 46,500 shares — an estimated $92.5K sold.

MCF Advisors first reported a position in HCAT in Q1 2025 and held it in 6 quarters. The position peaked at $214K in Q3 2025. 22 funds tracked by Wall St. Rank hold HCAT as of Q3 2026.

MCF Advisors reported no remaining Health Catalyst position as of Q3 2026 after selling out during the quarter.
MCF Advisors sold 46,500 Health Catalyst shares in Q3 2026, an estimated $92.5K.
MCF Advisors first reported a position in Health Catalyst in Q1 2025 and held it in 6 quarters.
MCF Advisors's Health Catalyst position peaked at $214K in Q3 2025.
22 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.