NWAG
HCAT icon

Net Worth Advisory Group’s Health Catalyst HCAT Stock Holding History

Net Worth Advisory 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
2026
Q2 		– Sell
-36,372
Closed -$46.2K – 429
2026
Q1 		$46.2K Hold
36,372
– – 0.01% 436
2025
Q4 		$86.9K Buy
+36,372
New +$99.5K 0.02% 439
2025
Q3 		– Sell
-36,543
Closed -$138K – 435
2025
Q2 		$138K Buy
+36,543
New +$144K 0.03% 423

Other funds holding HCAT

NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Net Worth Advisory Group's HCAT Position: Q2 2026 in Review

Net Worth Advisory Group sold out of Health Catalyst (HCAT) in Q2 2026, closing a stake of 36,372 shares — an estimated $46.2K sold.

Net Worth Advisory Group first reported a position in HCAT in Q2 2025 and held it in 3 quarters. The position peaked at $138K in Q2 2025. 8 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • Net Worth Advisory Group reported no remaining Health Catalyst position as of Q2 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 36,372 Health Catalyst shares in Q2 2026, an estimated $46.2K.
  • Net Worth Advisory Group first reported a position in Health Catalyst in Q2 2025 and held it in 3 quarters.
  • Net Worth Advisory Group's Health Catalyst position peaked at $138K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.