SageView Advisory Group’s Health Catalyst HCAT Stock Holding History

SageView Advisory 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
2026 Q2	–	Sell	-55,442	Closed	-$70.4K	–	627
2026 Q1	$70.4K	Buy	55,442 +38	+0.1%	+$71	﹤0.01%	583
2025 Q4	$132K	Buy	55,404 +1,184	+2%	+$3.24K	﹤0.01%	735
2025 Q3	$155K	Sell	54,220 -440	-0.8%	-$1.51K	0.01%	632
2025 Q2	$224K	Buy	54,660 +330	+0.6%	+$1.3K	0.01%	576
2025 Q1	$246K	Buy	54,330 +970	+2%	+$5.13K	0.01%	524
2024 Q4	$377K	Buy	+53,360	New	+$425K	0.02%	397

Other funds holding HCAT

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

CDC Financial Chicago, Illinois $239M AUM

PVM

Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's HCAT Position: Q2 2026 in Review

SageView Advisory Group sold out of Health Catalyst (HCAT) in Q2 2026, closing a stake of 55,442 shares — an estimated $70.4K sold.

SageView Advisory Group first reported a position in HCAT in Q4 2024 and held it in 6 quarters. The position peaked at $377K in Q4 2024. 127 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

SageView Advisory Group reported no remaining Health Catalyst position as of Q2 2026 after selling out during the quarter.
SageView Advisory Group sold 55,442 Health Catalyst shares in Q2 2026, an estimated $70.4K.
SageView Advisory Group first reported a position in Health Catalyst in Q4 2024 and held it in 6 quarters.
SageView Advisory Group's Health Catalyst position peaked at $377K in Q4 2024.
127 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.