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True Wealth Design’s Health Catalyst HCAT Stock Holding History

True Wealth Design’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 		$178 Buy
+89
New +$128 ﹤0.01% 2467
2025
Q2 		– Sell
-17
Closed -$78 – 2680
2025
Q1 		$78 Buy
+17
New +$90 ﹤0.01% 2280

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

True Wealth Design's HCAT Position: Q2 2026 in Review

True Wealth Design opened a new position in Health Catalyst (HCAT) in Q2 2026: 89 shares worth $178. The stake represents ﹤0.01% of the portfolio and ranks #2467 among its holdings. This is a return to the name: True Wealth Design previously reported a position in HCAT as recently as Q1 2025.

True Wealth Design first reported a position in HCAT in Q1 2025 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • True Wealth Design held 89 shares of Health Catalyst worth $178 as of Q2 2026.
  • Health Catalyst was a new True Wealth Design position in Q2 2026.
  • Health Catalyst made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2467 holding.
  • True Wealth Design first reported a position in Health Catalyst in Q1 2025 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.