Skip to main content
Livermore
Livermore
ZHEN

HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

HCAT holding history

Health Catalyst, Inc. in every 13F filed by HighMark Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HCAT overviewAll 13F holders of HCATFull Q2 2026 holdings

Shares (Q2 2026)
871,082
Value
$1.73M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of HCAT by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026871,082$1.73M0.6%−32,000−3.5%ReducedHolders
Q1 2026903,082$1.13M0.5%+161,600+21.8%AddedHolders
Q4 2025741,482$1.77M0.7%+431,200+139.0%AddedHolders
Q3 2025310,282$884.3K0.4%+145,532+88.3%AddedHolders
Q2 2025164,750$621.1K0.3%+163,500+13,080.0%AddedHolders
Q1 20251,250$5.66K<0.1%00.0%UnchangedHolders
Q4 20241,250$8.84K<0.1%00.0%UnchangedHolders
Q3 20241,250$10.2K<0.1%00.0%UnchangedHolders
Q2 20241,250$7.99K<0.1%00.0%UnchangedHolders
Q1 20241,250$9.41K<0.1%00.0%UnchangedHolders
Q4 20231,250$11.6K<0.1%00.0%UnchangedHolders
Q3 20231,250$12.7K<0.1%00.0%UnchangedHolders
Q2 20231,250$15.6K<0.1%00.0%UnchangedHolders
Q1 20231,250$14.6K<0.1%00.0%UnchangedHolders
Q4 20221,250$13.3K<0.1%00.0%UnchangedHolders
Q3 20221,250$12.0K<0.1%+1,000+400.0%AddedHolders
Q2 2022250$4.00K<0.1%00.0%UnchangedHolders
Q1 2022250$7.00K<0.1%00.0%UnchangedHolders
Q4 2021250$10.0K<0.1%−395−61.2%ReducedHolders
Q3 2021645$32.0K<0.1%+54+9.1%AddedHolders
Q2 2021591$33.0K<0.1%−142−19.4%ReducedHolders
Q1 2021733$34.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.