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 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 $1.12B AUM 114.45% 1-Year Est. Return

CDC Financial Chicago, Illinois $157M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valued Wealth Advisors's HCAT Position: Q1 2026 in Review

Valued Wealth Advisors held its Health Catalyst (HCAT) position steady in Q1 2026 at 606 shares worth $770. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Valued Wealth Advisors first reported a position in HCAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.45K in Q4 2025. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

Valued Wealth Advisors held 606 shares of Health Catalyst worth $770 as of Q1 2026.
Valued Wealth Advisors left its Health Catalyst share count unchanged in Q1 2026.
Health Catalyst made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q1 2026, its #644 holding.
Valued Wealth Advisors first reported a position in Health Catalyst in Q4 2023 and has held it in 10 quarters since.
Valued Wealth Advisors's Health Catalyst position peaked at $1.45K in Q4 2025.
130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on Valued Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.