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HCAT icon

Covestor’s Health Catalyst HCAT Stock Holding History

Covestor’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 		$0 Buy
132
+93
+238% +$134 ﹤0.01% 2630
2026
Q1 		$0 Buy
39
+25
+179% +$47 ﹤0.01% 2469
2025
Q4 		$0 Hold
14
– – ﹤0.01% 2449
2025
Q3 		$0 Hold
14
– – ﹤0.01% 2471
2025
Q2 		$0 Sell
14
-1
-7% -$4 ﹤0.01% 2426
2025
Q1 		$0 Hold
15
– – ﹤0.01% 2430
2024
Q4 		$0 Buy
15
+1
+7% +$8 ﹤0.01% 2441
2024
Q3 		$0 Sell
14
-1
-7% -$7 ﹤0.01% 2424
2024
Q2 		$0 Buy
15
+5
+50% +$32 ﹤0.01% 2438
2024
Q1 		$0 Buy
10
+4
+67% +$37 ﹤0.01% 2434
2023
Q4 		$0 Sell
6
-1
-14% -$8 ﹤0.01% 2354
2023
Q3 		$0 Sell
7
-1
-13% -$12 ﹤0.01% 2339
2023
Q2 		$0 Hold
8
– – ﹤0.01% 2338
2023
Q1 		$0 Hold
8
– – ﹤0.01% 2245
2022
Q4 		$0 Sell
8
-1
-11% -$10 ﹤0.01% 2269
2022
Q3 		$0 Sell
9
-1
-10% -$13 ﹤0.01% 2236
2022
Q2 		$0 Buy
10
+1
+11% +$17 ﹤0.01% 2102
2022
Q1 		$0 Sell
9
-2
-18% -$57 ﹤0.01% 2245
2021
Q4 		$0 Buy
+11
New +$501 ﹤0.01% 2192

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 $295M AUM 35.44% 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

Covestor's HCAT Position: Q2 2026 in Review

Covestor increased its Health Catalyst (HCAT) stake by 238% in Q2 2026, buying an estimated $134 and bringing the position to 132 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2630.

Covestor first reported a position in HCAT in Q4 2021 and has held it in 19 quarters since. 126 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • Covestor held 132 shares of Health Catalyst worth $0 as of Q2 2026.
  • Covestor bought 93 Health Catalyst shares in Q2 2026, an estimated $134.
  • Health Catalyst made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2630 holding.
  • Covestor first reported a position in Health Catalyst in Q4 2021 and has held it in 19 quarters since.
  • 126 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.