WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in HCAT — Health Catalyst, Inc.
CIK 1632972
PLYMOUTH, MN
Position in HCAT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$22,035
-$304,407 QoQ
Shares Held
11,073
-91.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 128 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in HCAT Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $35,411,214 across 22 Health Information Services names. HCAT ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
84,783 | $15,046,439 | |
| 2 | TXG |
10x Genomics, Inc.
|
159,113 | $6,100,392 | |
| 3 | HTFL |
Heartflow, Inc.
|
167,206 | $4,905,824 | |
| 4 | HQY |
Healthequity, Inc.
|
33,843 | $3,056,699 | |
| 5 | PHR |
Phreesia, Inc.
|
99,426 | $1,023,093 | |
| 6 | SDGR |
Schrodinger, Inc.
|
54,404 | $884,065 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
96,104 | $814,961 | |
| 8 | TEM |
Tempus AI, Inc.
|
11,791 | $683,052 |
All Filings in HCAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,035 | 11,073 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $326,442 | 136,587 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $391,789 | 137,470 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||