Bank of America
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Bank of America’s Health Catalyst HCAT Stock Holding History

Bank of America’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
2026
Q1 		$122K Sell
95,730
-87,077
-48% -$164K ﹤0.01% 5490
2025
Q4 		$437K Buy
182,807
+102,459
+128% +$280K ﹤0.01% 4977
2025
Q3 		$229K Sell
80,348
-17,840
-18% -$61.1K ﹤0.01% 6215
2025
Q2 		$370K Sell
98,188
-55,129
-36% -$217K ﹤0.01% 5870
2025
Q1 		$695K Sell
153,317
-7,565
-5% -$40K ﹤0.01% 5475
2024
Q4 		$1.14M Sell
160,882
-85,333
-35% -$680K ﹤0.01% 4922
2024
Q3 		$2M Buy
246,215
+65,192
+36% +$471K ﹤0.01% 4560
2024
Q2 		$1.16M Buy
181,023
+40,956
+29% +$263K ﹤0.01% 4818
2024
Q1 		$1.05M Buy
140,067
+112,958
+417% +$1.03M ﹤0.01% 4900
2023
Q4 		$251K Sell
27,109
-179,504
-87% -$1.47M ﹤0.01% 5948
2023
Q3 		$2.09M Buy
206,613
+101,023
+96% +$1.21M ﹤0.01% 4205
2023
Q2 		$1.32M Sell
105,590
-22,839
-18% -$272K ﹤0.01% 4562
2023
Q1 		$1.5M Buy
128,429
+49,795
+63% +$635K ﹤0.01% 4597
2022
Q4 		$836K Sell
78,634
-59,161
-43% -$571K ﹤0.01% 4988
2022
Q3 		$1.34M Sell
137,795
-72,675
-35% -$962K ﹤0.01% 4647
2022
Q2 		$3.05M Sell
210,470
-9,837
-4% -$168K ﹤0.01% 3915
2022
Q1 		$5.76M Sell
220,307
-29,302
-12% -$831K ﹤0.01% 3477
2021
Q4 		$9.89M Buy
249,609
+48,452
+24% +$2.21M ﹤0.01% 2945
2021
Q3 		$10.1M Sell
201,157
-43,368
-18% -$2.37M ﹤0.01% 2848
2021
Q2 		$13.6M Buy
244,525
+32,935
+16% +$1.75M ﹤0.01% 2524
2021
Q1 		$9.89M Buy
211,590
+19,172
+10% +$929K ﹤0.01% 2733
2020
Q4 		$8.38M Buy
192,418
+20,726
+12% +$765K ﹤0.01% 2657
2020
Q3 		$6.28M Buy
171,692
+32,791
+24% +$1.11M ﹤0.01% 2699
2020
Q2 		$4.05M Buy
138,901
+80,538
+138% +$2.23M ﹤0.01% 3027
2020
Q1 		$1.53M Buy
58,363
+36,406
+166% +$1.11M ﹤0.01% 3693
2019
Q4 		$762K Buy
21,957
+6,184
+39% +$205K ﹤0.01% 4689
2019
Q3 		$500K Buy
+15,773
New +$621K ﹤0.01% 5084

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America's HCAT Position: Q1 2026 in Review

Bank of America reduced its Health Catalyst (HCAT) stake by 48% in Q1 2026, selling an estimated $164K and leaving 95,730 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #5490.

Bank of America first reported a position in HCAT in Q3 2019 and has held it in 27 quarters since. The position peaked at $13.6M in Q2 2021. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

  • Bank of America held 95,730 shares of Health Catalyst worth $122K as of Q1 2026.
  • Bank of America sold 87,077 Health Catalyst shares in Q1 2026, an estimated $164K.
  • Health Catalyst made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5490 holding.
  • Bank of America first reported a position in Health Catalyst in Q3 2019 and has held it in 27 quarters since.
  • Bank of America's Health Catalyst position peaked at $13.6M in Q2 2021.
  • 130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.