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Omnia Family Wealth’s Health Catalyst HCAT Stock Holding History

Omnia Family Wealth’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 		– Sell
-14,000
Closed -$33.5K – 101
2025
Q4 		$33.5K Sell
14,000
-10,000
-42% -$27.3K 0.01% 102
2025
Q3 		$68.4K Sell
24,000
-10,595
-31% -$36.3K 0.02% 100
2025
Q2 		$130K Hold
34,595
– – 0.05% 100
2025
Q1 		$157K Buy
+34,595
New +$183K 0.07% 89

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

Omnia Family Wealth's HCAT Position: Q1 2026 in Review

Omnia Family Wealth sold out of Health Catalyst (HCAT) in Q1 2026, closing a stake of 14,000 shares — an estimated $33.5K sold.

Omnia Family Wealth first reported a position in HCAT in Q1 2025 and held it in 4 quarters. The position peaked at $157K in Q1 2025. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

  • Omnia Family Wealth reported no remaining Health Catalyst position as of Q1 2026 after selling out during the quarter.
  • Omnia Family Wealth sold 14,000 Health Catalyst shares in Q1 2026, an estimated $33.5K.
  • Omnia Family Wealth first reported a position in Health Catalyst in Q1 2025 and held it in 4 quarters.
  • Omnia Family Wealth's Health Catalyst position peaked at $157K in Q1 2025.
  • 130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on Omnia Family Wealth's 13F filing for Q1 2026, filed 7 May 2026.