Morgan Stanley
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Morgan Stanley’s Health Catalyst HCAT Stock Holding History

Morgan Stanley’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 		$170K Sell
134,180
-199,775
-60% -$376K ﹤0.01% 5938
2025
Q4 		$798K Buy
333,955
+91,638
+38% +$251K ﹤0.01% 5296
2025
Q3 		$691K Buy
242,317
+10,728
+5% +$36.7K ﹤0.01% 5349
2025
Q2 		$873K Buy
231,589
+42,563
+23% +$167K ﹤0.01% 5172
2025
Q1 		$856K Sell
189,026
-66,266
-26% -$351K ﹤0.01% 5078
2024
Q4 		$1.8M Sell
255,292
-51,095
-17% -$407K ﹤0.01% 4774
2024
Q3 		$2.49M Sell
306,387
-136,756
-31% -$988K ﹤0.01% 4492
2024
Q2 		$2.83M Sell
443,143
-32,501
-7% -$209K ﹤0.01% 4330
2024
Q1 		$3.58M Sell
475,644
-897,684
-65% -$8.19M ﹤0.01% 4183
2023
Q4 		$12.7M Buy
1,373,328
+976,399
+246% +$7.98M ﹤0.01% 3723
2023
Q3 		$4.02M Sell
396,929
-58,285
-13% -$696K ﹤0.01% 3906
2023
Q2 		$5.69M Buy
455,214
+2,219
+0.5% +$26.4K ﹤0.01% 3674
2023
Q1 		$5.29M Sell
452,995
-265,158
-37% -$3.38M ﹤0.01% 3740
2022
Q4 		$7.63M Buy
718,153
+198,040
+38% +$1.91M ﹤0.01% 3342
2022
Q3 		$5.04M Buy
520,113
+75,291
+17% +$997K ﹤0.01% 3686
2022
Q2 		$6.45M Buy
444,822
+324,779
+271% +$5.54M ﹤0.01% 3517
2022
Q1 		$3.13M Sell
120,043
-142,706
-54% -$4.05M ﹤0.01% 4158
2021
Q4 		$10.4M Sell
262,749
-67,264
-20% -$3.07M ﹤0.01% 2912
2021
Q3 		$16.5M Sell
330,013
-46,933
-12% -$2.56M ﹤0.01% 2297
2021
Q2 		$20.9M Buy
376,946
+135,194
+56% +$7.2M ﹤0.01% 2102
2021
Q1 		$11.3M Sell
241,752
-73,970
-23% -$3.58M ﹤0.01% 2522
2020
Q4 		$13.7M Buy
315,722
+85,651
+37% +$3.16M ﹤0.01% 2187
2020
Q3 		$8.42M Sell
230,071
-117,942
-34% -$4.01M ﹤0.01% 2180
2020
Q2 		$10.2M Buy
348,013
+301,881
+654% +$8.34M ﹤0.01% 1952
2020
Q1 		$1.21M Buy
46,132
+4,271
+10% +$130K ﹤0.01% 3809
2019
Q4 		$1.45M Buy
41,861
+33,554
+404% +$1.11M ﹤0.01% 4272
2019
Q3 		$263K Buy
+8,307
New +$327K ﹤0.01% 4996

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

Morgan Stanley's HCAT Position: Q1 2026 in Review

Morgan Stanley reduced its Health Catalyst (HCAT) stake by 60% in Q1 2026, selling an estimated $376K and leaving 134,180 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #5938.

Morgan Stanley first reported a position in HCAT in Q3 2019 and has held it in 27 quarters since. The position peaked at $20.9M in Q2 2021. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

  • Morgan Stanley held 134,180 shares of Health Catalyst worth $170K as of Q1 2026.
  • Morgan Stanley sold 199,775 Health Catalyst shares in Q1 2026, an estimated $376K.
  • Health Catalyst made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5938 holding.
  • Morgan Stanley first reported a position in Health Catalyst in Q3 2019 and has held it in 27 quarters since.
  • Morgan Stanley's Health Catalyst position peaked at $20.9M in Q2 2021.
  • 130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.