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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
Q2 		– Sell
-345
Closed -$438 – 1594
2026
Q1 		$438 Buy
+345
New +$649 ﹤0.01% 2911

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SC
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SRS
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YIH
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CI
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Wealth Enhancement Advisory Services
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GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Root Financial Partners's HCAT Position: Q2 2026 in Review

Root Financial Partners sold out of Health Catalyst (HCAT) in Q2 2026, closing a stake of 345 shares — an estimated $438 sold.

Root Financial Partners first reported a position in HCAT in Q1 2026 and held it in 1 quarter. The position peaked at $438 in Q1 2026. 22 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • Root Financial Partners reported no remaining Health Catalyst position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 345 Health Catalyst shares in Q2 2026, an estimated $438.
  • Root Financial Partners first reported a position in Health Catalyst in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Health Catalyst position peaked at $438 in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.