VWA
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Visionary Wealth Advisors’s Health Catalyst HCAT Stock Holding History

Visionary 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 		$27.2K Hold
13,650
– – ﹤0.01% 663
2026
Q1 		$17.3K Buy
+13,650
New +$25.7K ﹤0.01% 635

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 $306M AUM 15.41% 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

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

Visionary Wealth Advisors held its Health Catalyst (HCAT) position steady in Q2 2026 at 13,650 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Visionary Wealth Advisors first reported a position in HCAT in Q1 2026 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • Visionary Wealth Advisors held 13,650 shares of Health Catalyst worth $27.2K as of Q2 2026.
  • Visionary Wealth Advisors left its Health Catalyst share count unchanged in Q2 2026.
  • Health Catalyst made up ﹤0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #663 holding.
  • Visionary Wealth Advisors first reported a position in Health Catalyst in Q1 2026 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.