GRP
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Global Retirement Partners’s Health Catalyst HCAT Stock Holding History

Global Retirement 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
2025
Q4 		$10.9K Hold
4,575
– – ﹤0.01% 3117
2025
Q3 		$13K Buy
+4,575
New +$15.7K ﹤0.01% 2586
2024
Q2 		– Sell
-138
Closed -$1.04K – 3585
2024
Q1 		$1.04K Hold
138
– – ﹤0.01% 2969
2023
Q4 		$1.5K Hold
138
– – ﹤0.01% 2776
2023
Q3 		$1.37K Hold
138
– – ﹤0.01% 2676
2023
Q2 		$1.73K Hold
138
– – ﹤0.01% 2596
2023
Q1 		$1.73K Buy
+138
New +$1.76K ﹤0.01% 2552
2022
Q3 		– Sell
-34
Closed – – 2814
2022
Q2 		$0 Hold
34
– – ﹤0.01% 2764
2022
Q1 		$0 Buy
+34
New +$965 ﹤0.01% 2689
2021
Q4 		– Sell
-503
Closed -$25K – 883
2021
Q3 		$25K Sell
503
-13
-3% -$709 ﹤0.01% 1135
2021
Q2 		$29K Sell
516
-186
-26% -$9.91K ﹤0.01% 1065
2021
Q1 		$33K Buy
702
+7
+1% +$339 ﹤0.01% 937
2020
Q4 		$30K Buy
695
+81
+13% +$2.99K ﹤0.01% 901
2020
Q3 		$22K Buy
614
+11
+2% +$374 ﹤0.01% 890
2020
Q2 		$18K Buy
603
+182
+43% +$5.03K ﹤0.01% 930
2020
Q1 		$11K Buy
+421
New +$12.9K ﹤0.01% 1003
2019
Q4 		– Sell
-40
Closed -$1K – 1660
2019
Q3 		$1K Buy
+40
New +$1.57K ﹤0.01% 1514

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

Global Retirement Partners's HCAT Position: Q4 2025 in Review

Global Retirement Partners held its Health Catalyst (HCAT) position steady in Q4 2025 at 4,575 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3117.

Global Retirement Partners first reported a position in HCAT in Q3 2019 and has held it in 17 quarters since. The position peaked at $33K in Q1 2021. 136 funds tracked by Wall St. Rank hold HCAT as of Q4 2025.

  • Global Retirement Partners held 4,575 shares of Health Catalyst worth $10.9K as of Q4 2025.
  • Global Retirement Partners left its Health Catalyst share count unchanged in Q4 2025.
  • Health Catalyst made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3117 holding.
  • Global Retirement Partners first reported a position in Health Catalyst in Q3 2019 and has held it in 17 quarters since.
  • Global Retirement Partners's Health Catalyst position peaked at $33K in Q1 2021.
  • 136 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.