Williams & Novak’s Health Catalyst HCAT Stock Holding History

Williams & Novak’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	$93.4K	Buy	54,016 +409	+0.8%	+$781	0.06%	130
2026 Q2	$107K	Buy	53,607 +19,442	+57%	+$28.1K	0.07%	122
2026 Q1	$39.6K	Buy	34,165 +3,930	+13%	+$7.39K	0.03%	133
2025 Q4	$72.3K	Buy	30,235 +9,700	+47%	+$26.5K	0.05%	128
2025 Q3	$58.5K	Buy	+20,535	New	+$70.3K	0.05%	133

Other funds holding HCAT

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

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Cigna Investments Bloomfield, Connecticut $770M AUM 34.25% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Williams & Novak's HCAT Position: Q3 2026 in Review

Williams & Novak increased its Health Catalyst (HCAT) stake by 0.76% in Q3 2026, buying an estimated $781 and bringing the position to 54,016 shares worth $93.4K. The position accounts for 0.06% of the portfolio, ranked #130.

Williams & Novak first reported a position in HCAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $107K in Q2 2026. 10 funds tracked by Wall St. Rank hold HCAT as of Q3 2026.

Williams & Novak held 54,016 shares of Health Catalyst worth $93.4K as of Q3 2026.
Williams & Novak bought 409 Health Catalyst shares in Q3 2026, an estimated $781.
Health Catalyst made up 0.06% of Williams & Novak's portfolio in Q3 2026, its #130 holding.
Williams & Novak first reported a position in Health Catalyst in Q3 2025 and has held it in 5 quarters since.
Williams & Novak's Health Catalyst position peaked at $107K in Q2 2026.
10 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.