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Shelton Wealth Management’s Health Catalyst HCAT Stock Holding History

Shelton Wealth Management’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
-20,000
Closed -$47.8K – 154
2025
Q4 		$47.8K Hold
20,000
– – 0.02% 155
2025
Q3 		$57K Buy
+20,000
New +$68.5K 0.03% 142

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WCA
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PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
VCM
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Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
NI
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Shelton Wealth Management's HCAT Position: Q4 2025 in Review

Shelton Wealth Management sold out of Health Catalyst (HCAT) in Q4 2025, closing a stake of 300 shares — an estimated $820 sold.

Shelton Wealth Management first reported a position in HCAT in Q3 2025 and held it in 1 quarter. The position peaked at $855 in Q3 2025. 136 funds tracked by Wall St. Rank hold HCAT as of Q4 2025.

  • Shelton Wealth Management reported no remaining Health Catalyst position as of Q4 2025 after selling out during the quarter.
  • Shelton Wealth Management sold 300 Health Catalyst shares in Q4 2025, an estimated $820.
  • Shelton Wealth Management first reported a position in Health Catalyst in Q3 2025 and held it in 1 quarter.
  • Shelton Wealth Management's Health Catalyst position peaked at $855 in Q3 2025.
  • 136 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2025.

Based on Shelton Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.