Clearstead Advisors
HCAT icon

Clearstead Advisors’s Health Catalyst HCAT Stock Holding History

Clearstead Advisors’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
Q2 		$4 Buy
+2
New +$3 ﹤0.01% 3648

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
PVM
Palogic Value Management Dallas, Texas $306M AUM 15.41% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Advisors's HCAT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Health Catalyst (HCAT) in Q2 2026: 2 shares worth $4. The stake represents ﹤0.01% of the portfolio and ranks #3648 among its holdings.

126 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • Clearstead Advisors held 2 shares of Health Catalyst worth $4 as of Q2 2026.
  • Health Catalyst was a new Clearstead Advisors position in Q2 2026.
  • Health Catalyst made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3648 holding.
  • 126 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.