Wealth Enhancement Advisory Services
HCAT icon

Wealth Enhancement Advisory Services’s Health Catalyst HCAT Stock Holding History

Wealth Enhancement Advisory Services’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 		$25.4K Buy
+11,073
New +$16K ﹤0.01% 4008
2026
Q1 		– Sell
-136,587
Closed -$325K – 3720
2025
Q4 		$325K Sell
136,587
-883
-0.6% -$2.42K ﹤0.01% 2854
2025
Q3 		$392K Buy
+137,470
New +$471K ﹤0.01% 2562

Other funds holding HCAT

NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Wealth Enhancement Advisory Services's HCAT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Health Catalyst (HCAT) in Q2 2026: 11,073 shares worth $25.4K. The stake represents ﹤0.01% of the portfolio and ranks #4008 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in HCAT as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in HCAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $392K in Q3 2025. 8 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,073 shares of Health Catalyst worth $25.4K as of Q2 2026.
  • Health Catalyst was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Health Catalyst made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #4008 holding.
  • Wealth Enhancement Advisory Services first reported a position in Health Catalyst in Q3 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Health Catalyst position peaked at $392K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.