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 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 $1.12B AUM 114.45% 1-Year Est. Return

CDC Financial Chicago, Illinois $157M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Perigon Wealth Management's HCAT Position: Q1 2026 in Review

Perigon Wealth Management increased its Health Catalyst (HCAT) stake by 0.32% in Q1 2026, buying an estimated $233 and bringing the position to 38,653 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Perigon Wealth Management first reported a position in HCAT in Q1 2022 and has held it in 17 quarters since. The position peaked at $471K in Q1 2022. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

Perigon Wealth Management held 38,653 shares of Health Catalyst worth $49.1K as of Q1 2026.
Perigon Wealth Management bought 124 Health Catalyst shares in Q1 2026, an estimated $233.
Health Catalyst made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1284 holding.
Perigon Wealth Management first reported a position in Health Catalyst in Q1 2022 and has held it in 17 quarters since.
Perigon Wealth Management's Health Catalyst position peaked at $471K in Q1 2022.
130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.