Principal Financial Group
HCAT icon

Principal Financial Group’s Health Catalyst HCAT Stock Holding History

Principal Financial 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
Q3 		– Sell
-62,791
Closed -$237K – 2290
2025
Q2 		$237K Buy
+62,791
New +$247K ﹤0.01% 2110
2024
Q3 		– Sell
-29,469
Closed -$188K – 2304
2024
Q2 		$188K Buy
29,469
+1,907
+7% +$12.2K ﹤0.01% 2149
2024
Q1 		$208K Sell
27,562
-5,162
-16% -$47.1K ﹤0.01% 2172
2023
Q4 		$303K Buy
32,724
+6,931
+27% +$56.6K ﹤0.01% 2061
2023
Q3 		$261K Buy
25,793
+7,152
+38% +$85.4K ﹤0.01% 2098
2023
Q2 		$233K Buy
18,641
+1,205
+7% +$14.4K ﹤0.01% 2141
2023
Q1 		$203K Sell
17,436
-4
-0% -$51 ﹤0.01% 2180
2022
Q4 		$185K Buy
17,440
+5,686
+48% +$54.9K ﹤0.01% 2210
2022
Q3 		$114K Buy
+11,754
New +$156K ﹤0.01% 2309
2022
Q2 		– Sell
-59,925
Closed -$1.57M – 2563
2022
Q1 		$1.57M Sell
59,925
-22,482
-27% -$638K ﹤0.01% 1903
2021
Q4 		$3.27M Sell
82,407
-32,223
-28% -$1.47M ﹤0.01% 1782
2021
Q3 		$5.73M Buy
114,630
+1,259
+1% +$68.7K ﹤0.01% 1634
2021
Q2 		$6.29M Buy
113,371
+106,196
+1,480% +$5.66M ﹤0.01% 1635
2021
Q1 		$336K Sell
7,175
-1,457
-17% -$70.6K ﹤0.01% 2245
2020
Q4 		$376K Buy
+8,632
New +$318K ﹤0.01% 2192

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Principal Financial Group's HCAT Position: Q3 2025 in Review

Principal Financial Group sold out of Health Catalyst (HCAT) in Q3 2025, closing a stake of 62,791 shares — an estimated $237K sold.

Principal Financial Group first reported a position in HCAT in Q4 2020 and held it in 15 quarters. The position peaked at $6.29M in Q2 2021. 145 funds tracked by Wall St. Rank hold HCAT as of Q3 2025.

  • Principal Financial Group reported no remaining Health Catalyst position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 62,791 Health Catalyst shares in Q3 2025, an estimated $237K.
  • Principal Financial Group first reported a position in Health Catalyst in Q4 2020 and held it in 15 quarters.
  • Principal Financial Group's Health Catalyst position peaked at $6.29M in Q2 2021.
  • 145 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.