Valued Wealth Advisors’s Health Catalyst HCAT Stock Holding History

Valued Wealth Advisors’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	$1.21K	Hold	606	–	–	﹤0.01%	756
2026 Q1	$770	Hold	606	–	–	﹤0.01%	644
2025 Q4	$1.45K	Buy	606 +478	+373%	+$1.31K	﹤0.01%	426
2025 Q3	$365	Hold	128	–	–	﹤0.01%	547
2025 Q2	$483	Hold	128	–	–	﹤0.01%	519
2025 Q1	$580	Hold	128	–	–	﹤0.01%	540
2024 Q4	$905	Hold	128	–	–	﹤0.01%	488
2024 Q3	$1.04K	Hold	128	–	–	﹤0.01%	446
2024 Q2	$818	Hold	128	–	–	﹤0.01%	459
2024 Q1	$964	Hold	128	–	–	﹤0.01%	441
2023 Q4	$1.3K	Buy	+128	New	+$1.05K	﹤0.01%	355

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

Valued Wealth Advisors's HCAT Position: Q2 2026 in Review

Valued Wealth Advisors held its Health Catalyst (HCAT) position steady in Q2 2026 at 606 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Valued Wealth Advisors first reported a position in HCAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.45K in Q4 2025. 127 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

Valued Wealth Advisors held 606 shares of Health Catalyst worth $1.21K as of Q2 2026.
Valued Wealth Advisors left its Health Catalyst share count unchanged in Q2 2026.
Health Catalyst made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #756 holding.
Valued Wealth Advisors first reported a position in Health Catalyst in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Health Catalyst position peaked at $1.45K in Q4 2025.
127 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.