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 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 $295M AUM 35.44% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Williams & Novak's HCAT Position: Q2 2026 in Review

Williams & Novak increased its Health Catalyst (HCAT) stake by 57% in Q2 2026, buying an estimated $28.1K and bringing the position to 53,607 shares worth $107K. The position accounts for 0.07% of the portfolio, ranked #122.

Williams & Novak first reported a position in HCAT in Q3 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

Williams & Novak held 53,607 shares of Health Catalyst worth $107K as of Q2 2026.
Williams & Novak bought 19,442 Health Catalyst shares in Q2 2026, an estimated $28.1K.
Health Catalyst made up 0.07% of Williams & Novak's portfolio in Q2 2026, its #122 holding.
Williams & Novak first reported a position in Health Catalyst in Q3 2025 and has held it in 4 quarters since.
8 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.