Physician Wealth Advisors’s Health Catalyst HCAT Stock Holding History

Physician Wealth 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 Q1	$381	Hold	300	–	–	﹤0.01%	1991
2025 Q4	$717	Hold	300	–	–	﹤0.01%	1735
2025 Q3	$855	Hold	300	–	–	﹤0.01%	1662
2025 Q2	$1.13K	Hold	300	–	–	﹤0.01%	1320
2025 Q1	$1.36K	Hold	300	–	–	﹤0.01%	948
2024 Q4	$2.12K	Buy	+300	New	+$2.39K	﹤0.01%	839

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

Physician Wealth Advisors's HCAT Position: Q1 2026 in Review

Physician Wealth Advisors held its Health Catalyst (HCAT) position steady in Q1 2026 at 300 shares worth $381. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

Physician Wealth Advisors first reported a position in HCAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.12K in Q4 2024. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

Physician Wealth Advisors held 300 shares of Health Catalyst worth $381 as of Q1 2026.
Physician Wealth Advisors left its Health Catalyst share count unchanged in Q1 2026.
Health Catalyst made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1991 holding.
Physician Wealth Advisors first reported a position in Health Catalyst in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's Health Catalyst position peaked at $2.12K in Q4 2024.
130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.