Probity Advisors’s Health Catalyst HCAT Stock Holding History

Probity 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	$14.8K	Sell	11,650 -11,725	-50%	-$22.1K	﹤0.01%	230
2025 Q4	$55.9K	Sell	23,375 -21,786	-48%	-$59.6K	0.01%	232
2025 Q3	$129K	Buy	45,161 +7,671	+20%	+$26.3K	0.02%	234
2025 Q2	$141K	Buy	37,490 +1,177	+3%	+$4.63K	0.02%	229
2025 Q1	$164K	Buy	36,313 +5,621	+18%	+$29.7K	0.03%	226
2024 Q4	$217K	Buy	30,692 +7,647	+33%	+$60.9K	0.04%	222
2024 Q3	$188K	Buy	23,045 +2,699	+13%	+$19.5K	0.04%	227
2024 Q2	$130K	Buy	20,346 +6,304	+45%	+$40.5K	0.03%	207
2024 Q1	$106K	Buy	+14,042	New	+$128K	0.02%	209

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

Probity Advisors's HCAT Position: Q1 2026 in Review

Probity Advisors reduced its Health Catalyst (HCAT) stake by 50% in Q1 2026, selling an estimated $22.1K and leaving 11,650 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Probity Advisors first reported a position in HCAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $217K in Q4 2024. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

Probity Advisors held 11,650 shares of Health Catalyst worth $14.8K as of Q1 2026.
Probity Advisors sold 11,725 Health Catalyst shares in Q1 2026, an estimated $22.1K.
Health Catalyst made up ﹤0.01% of Probity Advisors's portfolio in Q1 2026, its #230 holding.
Probity Advisors first reported a position in Health Catalyst in Q1 2024 and has held it in 9 quarters since.
Probity Advisors's Health Catalyst position peaked at $217K in Q4 2024.
130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on Probity Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.