NFSG
HCAT icon

Newbridge Financial Services Group’s Health Catalyst HCAT Stock Holding History

Newbridge Financial Services Group’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 		– Sell
-1,200
Closed -$3.42K – 1307
2025
Q3 		$3.42K Hold
1,200
– – ﹤0.01% 1080
2025
Q2 		$4.52K Hold
1,200
– – ﹤0.01% 1042
2025
Q1 		$5.44K Hold
1,200
– – ﹤0.01% 788
2024
Q4 		$8.48K Hold
1,200
– – ﹤0.01% 768
2024
Q3 		$9.77K Hold
1,200
– – ﹤0.01% 433
2024
Q2 		$7.67K Hold
1,200
– – ﹤0.01% 759
2024
Q1 		$9.04K Hold
1,200
– – ﹤0.01% 794
2023
Q4 		$11.1K Sell
1,200
-34
-3% -$278 0.01% 713
2023
Q3 		$12.5K Hold
1,234
– – 0.01% 762
2023
Q2 		$15.4K Hold
1,234
– – 0.01% 775
2023
Q1 		$14.4K Hold
1,234
– – 0.01% 821
2022
Q4 		$13.1K Hold
1,234
– – 0.01% 844
2022
Q3 		$12K Buy
1,234
+1,200
+3,529% +$15.9K 0.01% 836
2022
Q2 		$0 Hold
34
– – ﹤0.01% 1421
2022
Q1 		$1K Hold
34
– – ﹤0.01% 1377
2021
Q4 		$1K Hold
34
– – ﹤0.01% 1327
2021
Q3 		$2K Hold
34
– – ﹤0.01% 1177
2021
Q2 		$2K Hold
34
– – ﹤0.01% 1274
2021
Q1 		$2K Buy
+34
New +$1.65K ﹤0.01% 1170

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

Newbridge Financial Services Group's HCAT Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Health Catalyst (HCAT) in Q4 2025, closing a stake of 1,200 shares — an estimated $3.42K sold.

Newbridge Financial Services Group first reported a position in HCAT in Q1 2021 and held it in 19 quarters. The position peaked at $15.4K in Q2 2023. 136 funds tracked by Wall St. Rank hold HCAT as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Health Catalyst position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,200 Health Catalyst shares in Q4 2025, an estimated $3.42K.
  • Newbridge Financial Services Group first reported a position in Health Catalyst in Q1 2021 and held it in 19 quarters.
  • Newbridge Financial Services Group's Health Catalyst position peaked at $15.4K in Q2 2023.
  • 136 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.