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Dynamic Advisor Solutions’s Health Catalyst HCAT Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-48,700
Closed -$184K – 943
2025
Q2 		$184K Buy
48,700
+3,115
+7% +$12.3K 0.01% 865
2025
Q1 		$207K Buy
45,585
+20,116
+79% +$106K 0.01% 805
2024
Q4 		$180K Buy
+25,469
New +$203K 0.01% 625

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $380M AUM 20.01% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dynamic Advisor Solutions's HCAT Position: Q3 2025 in Review

Dynamic Advisor Solutions sold out of Health Catalyst (HCAT) in Q3 2025, closing a stake of 48,700 shares — an estimated $184K sold.

Dynamic Advisor Solutions first reported a position in HCAT in Q4 2024 and held it in 3 quarters. The position peaked at $207K in Q1 2025. 145 funds tracked by Wall St. Rank hold HCAT as of Q3 2025.

  • Dynamic Advisor Solutions reported no remaining Health Catalyst position as of Q3 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 48,700 Health Catalyst shares in Q3 2025, an estimated $184K.
  • Dynamic Advisor Solutions first reported a position in Health Catalyst in Q4 2024 and held it in 3 quarters.
  • Dynamic Advisor Solutions's Health Catalyst position peaked at $207K in Q1 2025.
  • 145 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2025, filed 9 Oct 2025.