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 Q3	–	Sell	-89	Closed	-$178	–	2667
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

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

SRS

Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's HCAT Position: Q3 2026 in Review

True Wealth Design sold out of Health Catalyst (HCAT) in Q3 2026, closing a stake of 89 shares — an estimated $178 sold.

True Wealth Design first reported a position in HCAT in Q1 2025 and held it in 2 quarters. The position peaked at $178 in Q2 2026. 5 funds tracked by Wall St. Rank hold HCAT as of Q3 2026.

True Wealth Design reported no remaining Health Catalyst position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 89 Health Catalyst shares in Q3 2026, an estimated $178.
True Wealth Design first reported a position in Health Catalyst in Q1 2025 and held it in 2 quarters.
True Wealth Design's Health Catalyst position peaked at $178 in Q2 2026.
5 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.