Envestnet Asset Management
HCAT icon

Envestnet Asset Management’s Health Catalyst HCAT Stock Holding History

Envestnet Asset 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
Q4 		– Sell
-16,934
Closed -$48.3K – 4540
2025
Q3 		$48.3K Sell
16,934
-2,385
-12% -$8.16K ﹤0.01% 4477
2025
Q2 		$72.8K Sell
19,319
-1,199
-6% -$4.72K ﹤0.01% 4371
2025
Q1 		$92.9K Sell
20,518
-13,255
-39% -$70.1K ﹤0.01% 4250
2024
Q4 		$239K Buy
33,773
+16,208
+92% +$129K ﹤0.01% 4007
2024
Q3 		$143K Buy
+17,565
New +$127K ﹤0.01% 4080
2022
Q2 		– Sell
-15,018
Closed -$392K – 3975
2022
Q1 		$392K Sell
15,018
-7,501
-33% -$213K ﹤0.01% 3274
2021
Q4 		$892K Buy
22,519
+525
+2% +$23.9K ﹤0.01% 2699
2021
Q3 		$1.1M Buy
21,994
+483
+2% +$26.3K ﹤0.01% 2480
2021
Q2 		$1.19M Buy
21,511
+3,239
+18% +$173K ﹤0.01% 2401
2021
Q1 		$855K Buy
18,272
+4,500
+33% +$218K ﹤0.01% 2510
2020
Q4 		$599K Sell
13,772
-707
-5% -$26.1K ﹤0.01% 2564
2020
Q3 		$530K Buy
+14,479
New +$492K ﹤0.01% 2425

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
CF
CDC Financial Chicago, Illinois $157M AUM
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management's HCAT Position: Q4 2025 in Review

Envestnet Asset Management sold out of Health Catalyst (HCAT) in Q4 2025, closing a stake of 16,934 shares — an estimated $48.3K sold.

Envestnet Asset Management first reported a position in HCAT in Q3 2020 and held it in 12 quarters. The position peaked at $1.19M in Q2 2021. 136 funds tracked by Wall St. Rank hold HCAT as of Q4 2025.

  • Envestnet Asset Management reported no remaining Health Catalyst position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 16,934 Health Catalyst shares in Q4 2025, an estimated $48.3K.
  • Envestnet Asset Management first reported a position in Health Catalyst in Q3 2020 and held it in 12 quarters.
  • Envestnet Asset Management's Health Catalyst position peaked at $1.19M in Q2 2021.
  • 136 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.