Perigon Wealth Management’s Health Catalyst HCAT Stock Holding History

Perigon 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 Q2	$76.7K	Sell	38,530 -123	-0.3%	-$178	﹤0.01%	1410
2026 Q1	$49.1K	Buy	38,653 +124	+0.3%	+$233	﹤0.01%	1284
2025 Q4	$92.1K	Hold	38,529	–	–	﹤0.01%	1289
2025 Q3	$110K	Hold	38,529	–	–	﹤0.01%	1197
2025 Q2	$145K	Hold	38,529	–	–	﹤0.01%	1025
2025 Q1	$175K	Hold	38,529	–	–	﹤0.01%	981
2024 Q4	$212K	Sell	38,529 -2,000	-5%	-$15.9K	0.01%	957
2024 Q3	$330K	Hold	40,529	–	–	0.01%	750
2024 Q2	$259K	Sell	40,529 -11	-0%	-$71	0.01%	746
2024 Q1	$305K	Sell	40,540 -157	-0.4%	-$1.43K	0.01%	676
2023 Q4	$377K	Buy	40,697 +10,355	+34%	+$84.6K	0.01%	586
2023 Q3	$307K	Hold	30,342	–	–	0.01%	581
2023 Q2	$379K	Sell	30,342 -1,000	-3%	-$11.9K	0.01%	531
2023 Q1	$366K	Buy	31,342 +3,000	+11%	+$38.2K	0.02%	474
2022 Q4	$301K	Hold	28,342	–	–	0.02%	526
2022 Q3	$275K	Buy	28,342 +10,323	+57%	+$137K	0.02%	444
2022 Q2	$261K	Hold	18,019	–	–	0.02%	462
2022 Q1	$471K	Buy	+18,019	New	+$511K	0.03%	372

Other funds holding HCAT

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

CDC Financial Chicago, Illinois $239M AUM

PVM

Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Perigon Wealth Management's HCAT Position: Q2 2026 in Review

Perigon Wealth Management reduced its Health Catalyst (HCAT) stake by 0.32% in Q2 2026, selling an estimated $178 and leaving 38,530 shares worth $76.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Perigon Wealth Management first reported a position in HCAT in Q1 2022 and has held it in 18 quarters since. The position peaked at $471K in Q1 2022. 127 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

Perigon Wealth Management held 38,530 shares of Health Catalyst worth $76.7K as of Q2 2026.
Perigon Wealth Management sold 123 Health Catalyst shares in Q2 2026, an estimated $178.
Health Catalyst made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1410 holding.
Perigon Wealth Management first reported a position in Health Catalyst in Q1 2022 and has held it in 18 quarters since.
Perigon Wealth Management's Health Catalyst position peaked at $471K in Q1 2022.
127 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.