Focus Partners Wealth
HCAT icon

Focus Partners Wealth’s Health Catalyst HCAT Stock Holding History

Focus Partners Wealth’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 		$17K Sell
12,989
-2,814
-18% -$5.29K ﹤0.01% 2621
2025
Q4 		$37.8K Buy
15,803
+3,281
+26% +$8.97K ﹤0.01% 2614
2025
Q3 		$36.3K Sell
12,522
-9,993
-44% -$34.2K ﹤0.01% 2169
2025
Q2 		$84.9K Buy
22,515
+12,317
+121% +$48.5K ﹤0.01% 1953
2025
Q1 		$46.2K Buy
+10,198
New +$54K ﹤0.01% 1847

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

Focus Partners Wealth's HCAT Position: Q1 2026 in Review

Focus Partners Wealth reduced its Health Catalyst (HCAT) stake by 18% in Q1 2026, selling an estimated $5.29K and leaving 12,989 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2621.

Focus Partners Wealth first reported a position in HCAT in Q1 2025 and has held it in 5 quarters since. The position peaked at $84.9K in Q2 2025. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

  • Focus Partners Wealth held 12,989 shares of Health Catalyst worth $17K as of Q1 2026.
  • Focus Partners Wealth sold 2,814 Health Catalyst shares in Q1 2026, an estimated $5.29K.
  • Health Catalyst made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2621 holding.
  • Focus Partners Wealth first reported a position in Health Catalyst in Q1 2025 and has held it in 5 quarters since.
  • Focus Partners Wealth's Health Catalyst position peaked at $84.9K in Q2 2025.
  • 130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.