Perigon Wealth Management
HCAT icon

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
Q3 		$66.7K Sell
38,529
-1
-0% -$2 ﹤0.01% 1443
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

Nepsis Inc
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Strong Retirement Solutions
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
Cigna Investments
Cigna Investments Bloomfield, Connecticut $770M AUM 34.25% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Perigon Wealth Management's HCAT Position: Q3 2026 in Review

Perigon Wealth Management reduced its Health Catalyst (HCAT) stake by 0% in Q3 2026, selling an estimated $2 and leaving 38,529 shares worth $66.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Perigon Wealth Management first reported a position in HCAT in Q1 2022 and has held it in 19 quarters since. The position peaked at $471K in Q1 2022. 16 funds tracked by Wall St. Rank hold HCAT as of Q3 2026.

  • Perigon Wealth Management held 38,529 shares of Health Catalyst worth $66.7K as of Q3 2026.
  • Perigon Wealth Management sold 1 Health Catalyst share in Q3 2026, an estimated $2.
  • Health Catalyst made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1443 holding.
  • Perigon Wealth Management first reported a position in Health Catalyst in Q1 2022 and has held it in 19 quarters since.
  • Perigon Wealth Management's Health Catalyst position peaked at $471K in Q1 2022.
  • 16 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.