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 Q3	–	Sell	-11,073	Closed	-$25.4K	–	4321
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

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's HCAT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services sold out of Health Catalyst (HCAT) in Q3 2026, closing a stake of 11,073 shares — an estimated $25.4K sold.

Wealth Enhancement Advisory Services first reported a position in HCAT in Q3 2025 and held it in 3 quarters. The position peaked at $392K in Q3 2025. 48 funds tracked by Wall St. Rank hold HCAT as of Q3 2026.

Wealth Enhancement Advisory Services reported no remaining Health Catalyst position as of Q3 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 11,073 Health Catalyst shares in Q3 2026, an estimated $25.4K.
Wealth Enhancement Advisory Services first reported a position in Health Catalyst in Q3 2025 and held it in 3 quarters.
Wealth Enhancement Advisory Services's Health Catalyst position peaked at $392K in Q3 2025.
48 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.