Adero Partners’s Health Catalyst HCAT Stock Holding History

Adero Partners’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
2025 Q1	$56.5K	Hold	12,477	–	–	﹤0.01%	255
2024 Q4	$88.2K	Hold	12,477	–	–	0.01%	252
2024 Q3	$102K	Hold	12,477	–	–	0.01%	231
2024 Q2	$79.7K	Hold	12,477	–	–	0.01%	211
2024 Q1	$94K	Hold	12,477	–	–	0.01%	194
2023 Q4	$116K	Hold	12,477	–	–	0.01%	183
2023 Q3	$126K	Hold	12,477	–	–	0.01%	171
2023 Q2	$156K	Hold	12,477	–	–	0.02%	159
2023 Q1	$146K	Hold	12,477	–	–	0.02%	156
2022 Q4	$133K	Hold	12,477	–	–	0.02%	156
2022 Q3	$110K	Hold	12,477	–	–	0.01%	150
2022 Q2	$197K	Hold	12,477	–	–	0.03%	145
2022 Q1	$326K	Hold	12,477	–	–	0.05%	119
2021 Q4	$494K	Buy	+12,477	New	+$569K	0.08%	96

Other funds holding HCAT

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adero Partners's HCAT Position: Q1 2025 in Review

Adero Partners held its Health Catalyst (HCAT) position steady in Q1 2025 at 12,477 shares worth $56.5K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Adero Partners first reported a position in HCAT in Q4 2021 and has held it in 14 quarters since. The position peaked at $494K in Q4 2021. 165 funds tracked by Wall St. Rank hold HCAT as of Q1 2025.

Adero Partners held 12,477 shares of Health Catalyst worth $56.5K as of Q1 2025.
Adero Partners left its Health Catalyst share count unchanged in Q1 2025.
Health Catalyst made up ﹤0.01% of Adero Partners's portfolio in Q1 2025, its #255 holding.
Adero Partners first reported a position in Health Catalyst in Q4 2021 and has held it in 14 quarters since.
Adero Partners's Health Catalyst position peaked at $494K in Q4 2021.
165 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.