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

Wealth Enhancement Trust 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	$4	Buy	+2	New	+$3	﹤0.01%	1525

Other funds holding HCAT

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HWM

HighMark Wealth Management St. Paul, Minnesota $299M AUM 53.01% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Health Catalyst (HCAT) in Q2 2026: 2 shares worth $4. The stake represents ﹤0.01% of the portfolio and ranks #1525 among its holdings.

68 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

Wealth Enhancement Trust Services held 2 shares of Health Catalyst worth $4 as of Q2 2026.
Health Catalyst was a new Wealth Enhancement Trust Services position in Q2 2026.
Health Catalyst made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1525 holding.
68 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

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