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IFP Advisors’s Health Catalyst HCAT Stock Holding History

IFP 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
Q2 		$20 Hold
10
– – ﹤0.01% 5071
2026
Q1 		$13 Buy
+10
New +$19 ﹤0.01% 4948
2025
Q2 		– Hold
0
– – – 3864
2025
Q1 		– Hold
0
– – – 3914
2024
Q4 		– Hold
0
– – – 3937
2023
Q1 		– Sell
-100
Closed -$4K – 3835
2022
Q4 		$4K Sell
100
-93
-48% -$898 ﹤0.01% 3894
2022
Q3 		$8K Buy
193
+100
+108% +$1.32K ﹤0.01% 3774
2022
Q2 		$4K Hold
93
– – ﹤0.01% 3883
2022
Q1 		$4K Buy
93
+58
+166% +$1.65K ﹤0.01% 3882
2021
Q4 		$3K Hold
35
– – ﹤0.01% 2662
2021
Q3 		$3K Sell
35
-119
-77% -$6.49K ﹤0.01% 2722
2021
Q2 		$6K Sell
154
-38
-20% -$2.02K ﹤0.01% 2396
2021
Q1 		$6K Buy
+192
New +$9.3K ﹤0.01% 2342

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 $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

IFP Advisors's HCAT Position: Q2 2026 in Review

IFP Advisors held its Health Catalyst (HCAT) position steady in Q2 2026 at 10 shares worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #5071.

IFP Advisors first reported a position in HCAT in Q1 2021 and has held it in 10 quarters since. The position peaked at $8K in Q3 2022. 126 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • IFP Advisors held 10 shares of Health Catalyst worth $20 as of Q2 2026.
  • IFP Advisors left its Health Catalyst share count unchanged in Q2 2026.
  • Health Catalyst made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5071 holding.
  • IFP Advisors first reported a position in Health Catalyst in Q1 2021 and has held it in 10 quarters since.
  • IFP Advisors's Health Catalyst position peaked at $8K in Q3 2022.
  • 126 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.