Spire Wealth Management’s Health Catalyst HCAT Stock Holding History

Spire 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 Q2	$597	Buy	+300	New	+$433	﹤0.01%	2201
2025 Q3	–	Sell	-150	Closed	-$566	–	2407
2025 Q2	$566	Hold	150	–	–	﹤0.01%	2356
2025 Q1	$680	Hold	150	–	–	﹤0.01%	2435
2024 Q4	$1.06K	Hold	150	–	–	﹤0.01%	2360
2024 Q3	$1.22K	Hold	150	–	–	﹤0.01%	2071
2024 Q2	$959	Sell	150 -150	-50%	-$963	﹤0.01%	2127
2024 Q1	$2.26K	Buy	+300	New	+$2.74K	﹤0.01%	2067
2023 Q4	–	Sell	-300	Closed	-$3.04K	–	2405
2023 Q3	$3.04K	Hold	300	–	–	﹤0.01%	2048
2023 Q2	$3.75K	Hold	300	–	–	﹤0.01%	2075
2023 Q1	$3.5K	Buy	+300	New	+$3.82K	﹤0.01%	2123
2022 Q3	–	Sell	-450	Closed	-$7K	–	2360
2022 Q2	$7K	Sell	450 -450	-50%	-$7.67K	﹤0.01%	2027
2022 Q1	$24K	Hold	900	–	–	﹤0.01%	1737
2021 Q4	$36K	Hold	900	–	–	﹤0.01%	1875
2021 Q3	$45K	Hold	900	–	–	﹤0.01%	1515
2021 Q2	$50K	Hold	900	–	–	﹤0.01%	1485
2021 Q1	$42K	Buy	+900	New	+$43.6K	﹤0.01%	1814

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

Spire Wealth Management's HCAT Position: Q2 2026 in Review

Spire Wealth Management opened a new position in Health Catalyst (HCAT) in Q2 2026: 300 shares worth $597. The stake represents ﹤0.01% of the portfolio and ranks #2201 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in HCAT as recently as Q2 2025.

Spire Wealth Management first reported a position in HCAT in Q1 2021 and has held it in 16 quarters since. The position peaked at $50K in Q2 2021. 127 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

Spire Wealth Management held 300 shares of Health Catalyst worth $597 as of Q2 2026.
Health Catalyst was a new Spire Wealth Management position in Q2 2026.
Health Catalyst made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2201 holding.
Spire Wealth Management first reported a position in Health Catalyst in Q1 2021 and has held it in 16 quarters since.
Spire Wealth Management's Health Catalyst position peaked at $50K in Q2 2021.
127 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.