Rise Advisors’s Health Catalyst HCAT Stock Holding History

Rise 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
2025 Q3	–	Sell	-101	Closed	-$381	–	1560
2025 Q2	$381	Sell	101 -101	-50%	-$397	﹤0.01%	1454
2025 Q1	$915	Buy	+202	New	+$1.07K	﹤0.01%	1284

Other funds holding HCAT

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WCA

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Rise Advisors's HCAT Position: Q3 2025 in Review

Rise Advisors sold out of Health Catalyst (HCAT) in Q3 2025, closing a stake of 101 shares — an estimated $381 sold.

Rise Advisors first reported a position in HCAT in Q1 2025 and held it in 2 quarters. The position peaked at $915 in Q1 2025. 145 funds tracked by Wall St. Rank hold HCAT as of Q3 2025.

Rise Advisors reported no remaining Health Catalyst position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 101 Health Catalyst shares in Q3 2025, an estimated $381.
Rise Advisors first reported a position in Health Catalyst in Q1 2025 and held it in 2 quarters.
Rise Advisors's Health Catalyst position peaked at $915 in Q1 2025.
145 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.