HCAT HEALTH CATALYST INC

Ownership history in HighMark Wealth Management LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which HighMark Wealth Management LLC reported a position in HEALTH CATALYST INC (HCAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.72% (2025 Q4)
Avg. % of fund
0.07%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 741,482 +431,200 +139.0% 0.72% $1.8M $2.39
2025 Q3 ADDED 310,282 +145,532 +88.3% 0.39% $884K $2.85
2025 Q2 ADDED 164,750 +163,500 +13080.0% 0.30% $621K $3.77
2025 Q1 UNCHANGED 1,250 0% 0.00% $6K $4.53
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    HCAT price (monthly, adj. close)
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