IWC
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Integrated Wealth Concepts’s Health Catalyst HCAT Stock Holding History

Integrated Wealth Concepts’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 		$1.41K Buy
+707
New +$1.02K ﹤0.01% 5455

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

Integrated Wealth Concepts's HCAT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Health Catalyst (HCAT) in Q2 2026: 707 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #5455 among its holdings.

127 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • Integrated Wealth Concepts held 707 shares of Health Catalyst worth $1.41K as of Q2 2026.
  • Health Catalyst was a new Integrated Wealth Concepts position in Q2 2026.
  • Health Catalyst made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5455 holding.
  • 127 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

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