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EP Wealth Advisors’s Health Catalyst HCAT Stock Holding History

EP Wealth 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
Q1 		$13.3K Buy
+10,453
New +$19.7K ﹤0.01% 1492

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EP Wealth Advisors's HCAT Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in Health Catalyst (HCAT) in Q1 2026: 10,453 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #1492 among its holdings.

130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

  • EP Wealth Advisors held 10,453 shares of Health Catalyst worth $13.3K as of Q1 2026.
  • Health Catalyst was a new EP Wealth Advisors position in Q1 2026.
  • Health Catalyst made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1492 holding.
  • 130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.