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Private Wealth Management Group’s Health Catalyst HCAT Stock Holding History

Private Wealth Management 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
2025
Q4 		– Sell
-162
Closed -$462 – 1501
2025
Q3 		$462 Buy
+162
New +$555 ﹤0.01% 1423

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Wealth Management Group's HCAT Position: Q4 2025 in Review

Private Wealth Management Group sold out of Health Catalyst (HCAT) in Q4 2025, closing a stake of 162 shares — an estimated $462 sold.

Private Wealth Management Group first reported a position in HCAT in Q3 2025 and held it in 1 quarter. The position peaked at $462 in Q3 2025. 136 funds tracked by Wall St. Rank hold HCAT as of Q4 2025.

  • Private Wealth Management Group reported no remaining Health Catalyst position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 162 Health Catalyst shares in Q4 2025, an estimated $462.
  • Private Wealth Management Group first reported a position in Health Catalyst in Q3 2025 and held it in 1 quarter.
  • Private Wealth Management Group's Health Catalyst position peaked at $462 in Q3 2025.
  • 136 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.