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Essential Partners’s Health Catalyst HCAT Stock Holding History

Essential Partners’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 		$535 Sell
269
-4,872
-95% -$7.03K ﹤0.01% 2458
2026
Q1 		$6.53K Buy
5,141
+5,138
+171,267% +$9.66K ﹤0.01% 1461
2025
Q4 		$7 Sell
3
-1,128
-100% -$3.08K ﹤0.01% 2759
2025
Q3 		$3.22K Buy
+1,131
New +$3.87K ﹤0.01% 1606

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 $304M AUM 15.15% 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

Essential Partners's HCAT Position: Q2 2026 in Review

Essential Partners reduced its Health Catalyst (HCAT) stake by 95% in Q2 2026, selling an estimated $7.03K and leaving 269 shares worth $535. The position accounts for ﹤0.01% of the portfolio, ranked #2458.

Essential Partners first reported a position in HCAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.53K in Q1 2026. 127 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • Essential Partners held 269 shares of Health Catalyst worth $535 as of Q2 2026.
  • Essential Partners sold 4,872 Health Catalyst shares in Q2 2026, an estimated $7.03K.
  • Health Catalyst made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2458 holding.
  • Essential Partners first reported a position in Health Catalyst in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Health Catalyst position peaked at $6.53K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.