Visionary Wealth Advisors
HCAT icon

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
Q3 		$23.6K Hold
13,650
– – ﹤0.01% 685
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

CF
CDC Financial Chicago, Illinois $209M AUM 26.53% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Nepsis Inc
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $212M AUM 53.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Visionary Wealth Advisors's HCAT Position: Q3 2026 in Review

Visionary Wealth Advisors held its Health Catalyst (HCAT) position steady in Q3 2026 at 13,650 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Visionary Wealth Advisors first reported a position in HCAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $27.2K in Q2 2026. 76 funds tracked by Wall St. Rank hold HCAT as of Q3 2026.

  • Visionary Wealth Advisors held 13,650 shares of Health Catalyst worth $23.6K as of Q3 2026.
  • Visionary Wealth Advisors left its Health Catalyst share count unchanged in Q3 2026.
  • Health Catalyst made up ﹤0.01% of Visionary Wealth Advisors's portfolio in Q3 2026, its #685 holding.
  • Visionary Wealth Advisors first reported a position in Health Catalyst in Q1 2026 and has held it in 3 quarters since.
  • Visionary Wealth Advisors's Health Catalyst position peaked at $27.2K in Q2 2026.
  • 76 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.