Raymond James Financial
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Raymond James Financial’s Health Catalyst HCAT Stock Holding History

Raymond James Financial’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
-10,550
Closed -$30.1K – 5239
2025
Q3 		$30.1K Sell
10,550
-79,882
-88% -$273K ﹤0.01% 4874
2025
Q2 		$341K Sell
90,432
-119,999
-57% -$472K ﹤0.01% 4227
2025
Q1 		$953K Sell
210,431
-78,686
-27% -$416K ﹤0.01% 3528
2024
Q4 		$2.04M Buy
+289,117
New +$2.3M ﹤0.01% 2957

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

Raymond James Financial's HCAT Position: Q4 2025 in Review

Raymond James Financial sold out of Health Catalyst (HCAT) in Q4 2025, closing a stake of 10,550 shares — an estimated $30.1K sold.

Raymond James Financial first reported a position in HCAT in Q4 2024 and held it in 4 quarters. The position peaked at $2.04M in Q4 2024. 136 funds tracked by Wall St. Rank hold HCAT as of Q4 2025.

  • Raymond James Financial reported no remaining Health Catalyst position as of Q4 2025 after selling out during the quarter.
  • Raymond James Financial sold 10,550 Health Catalyst shares in Q4 2025, an estimated $30.1K.
  • Raymond James Financial first reported a position in Health Catalyst in Q4 2024 and held it in 4 quarters.
  • Raymond James Financial's Health Catalyst position peaked at $2.04M in Q4 2024.
  • 136 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2025.

Based on Raymond James Financial's 13F filing for Q4 2025, filed 18 Feb 2026.