Root Financial Partners
HCAT icon

Root Financial Partners’s Health Catalyst HCAT Stock Holding History

Root Financial Partners’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
Q3 		$175 Buy
+101
New +$193 ﹤0.01% 3540
2026
Q2 		– Sell
-345
Closed -$438 – 1594
2026
Q1 		$438 Buy
+345
New +$649 ﹤0.01% 2911

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Geode Capital Management
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PGCM
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Fidelity Investments
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Squarepoint
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71 West Capital Partners
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Dimensional Fund Advisors
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Bank of New York Mellon
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Root Financial Partners's HCAT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Health Catalyst (HCAT) in Q3 2026: 101 shares worth $175. The stake represents ﹤0.01% of the portfolio and ranks #3540 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HCAT as recently as Q1 2026.

Root Financial Partners first reported a position in HCAT in Q1 2026 and has held it in 2 quarters since. The position peaked at $438 in Q1 2026. 48 funds tracked by Wall St. Rank hold HCAT as of Q3 2026.

  • Root Financial Partners held 101 shares of Health Catalyst worth $175 as of Q3 2026.
  • Health Catalyst was a new Root Financial Partners position in Q3 2026.
  • Health Catalyst made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3540 holding.
  • Root Financial Partners first reported a position in Health Catalyst in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Health Catalyst position peaked at $438 in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.