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
Q2 		– Sell
-12,989
Closed -$17K – 2860
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 $1.65B AUM 203.21% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
PVM
Palogic Value Management Dallas, Texas $306M AUM 15.41% 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 $317M AUM 37.22% 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

Focus Partners Wealth's HCAT Position: Q2 2026 in Review

Focus Partners Wealth sold out of Health Catalyst (HCAT) in Q2 2026, closing a stake of 12,989 shares — an estimated $17K sold.

Focus Partners Wealth first reported a position in HCAT in Q1 2025 and held it in 5 quarters. The position peaked at $84.9K in Q2 2025. 126 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • Focus Partners Wealth reported no remaining Health Catalyst position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 12,989 Health Catalyst shares in Q2 2026, an estimated $17K.
  • Focus Partners Wealth first reported a position in Health Catalyst in Q1 2025 and held it in 5 quarters.
  • Focus Partners Wealth's Health Catalyst position peaked at $84.9K in Q2 2025.
  • 126 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.