3Chopt Investment Partners’s Healthcare Triangle HCTI Stock Holding History

3Chopt Investment Partners’s Portfolio HCTI Stock Details HCTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-17	Closed	-$7.07K	–	235
2025 Q2	$7.07K	Buy	+17	New	+$28.9K	﹤0.01%	224

Other funds holding HCTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

3Chopt Investment Partners's HCTI Position: Q3 2025 in Review

3Chopt Investment Partners sold out of Healthcare Triangle (HCTI) in Q3 2025, closing a stake of 17 shares — an estimated $7.07K sold.

3Chopt Investment Partners first reported a position in HCTI in Q2 2025 and held it in 1 quarter. The position peaked at $7.07K in Q2 2025. 8 funds tracked by Wall St. Rank hold HCTI as of Q3 2025.

3Chopt Investment Partners reported no remaining Healthcare Triangle position as of Q3 2025 after selling out during the quarter.
3Chopt Investment Partners sold 17 Healthcare Triangle shares in Q3 2025, an estimated $7.07K.
3Chopt Investment Partners first reported a position in Healthcare Triangle in Q2 2025 and held it in 1 quarter.
3Chopt Investment Partners's Healthcare Triangle position peaked at $7.07K in Q2 2025.
8 funds tracked by Wall St. Rank held Healthcare Triangle as of Q3 2025.

Based on 3Chopt Investment Partners's 13F filing for Q3 2025, filed 20 Oct 2025.