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
2021
Q2 		– Sell
-135,000
Closed -$6.31M – 7867
2021
Q1 		$6.31M Hold
135,000
– – ﹤0.01% 3169
2020
Q4 		$5.88M Buy
+135,000
New +$4.98M ﹤0.01% 2984

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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. 131 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.
  • 131 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.