CCM
HCAT icon

Coldstream Capital Management’s Health Catalyst HCAT Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-100
Closed -$453 – 2046
2025
Q1 		$453 Buy
+100
New +$529 ﹤0.01% 3382

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 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

Coldstream Capital Management's HCAT Position: Q2 2025 in Review

Coldstream Capital Management sold out of Health Catalyst (HCAT) in Q2 2025, closing a stake of 100 shares — an estimated $453 sold.

Coldstream Capital Management first reported a position in HCAT in Q1 2025 and held it in 1 quarter. The position peaked at $453 in Q1 2025. 145 funds tracked by Wall St. Rank hold HCAT as of Q2 2025.

  • Coldstream Capital Management reported no remaining Health Catalyst position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 100 Health Catalyst shares in Q2 2025, an estimated $453.
  • Coldstream Capital Management first reported a position in Health Catalyst in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Health Catalyst position peaked at $453 in Q1 2025.
  • 145 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.