Red Tortoise LLC’s Health Catalyst HCAT Stock Holding History

Red Tortoise LLC’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	–	Sell	-962	Closed	-$2.3K	–	602
2025 Q4	$2.3K	Buy	+962	New	+$2.63K	﹤0.01%	524

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

Red Tortoise LLC's HCAT Position: Q1 2026 in Review

Red Tortoise LLC sold out of Health Catalyst (HCAT) in Q1 2026, closing a stake of 962 shares — an estimated $2.3K sold.

Red Tortoise LLC first reported a position in HCAT in Q4 2025 and held it in 1 quarter. The position peaked at $2.3K in Q4 2025. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

Red Tortoise LLC reported no remaining Health Catalyst position as of Q1 2026 after selling out during the quarter.
Red Tortoise LLC sold 962 Health Catalyst shares in Q1 2026, an estimated $2.3K.
Red Tortoise LLC first reported a position in Health Catalyst in Q4 2025 and held it in 1 quarter.
Red Tortoise LLC's Health Catalyst position peaked at $2.3K in Q4 2025.
130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.