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Rothschild Investment LLC’s Health Catalyst HCAT Stock Holding History

Rothschild Investment LLC’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 		$76 Sell
38
-299
-89% -$432 ﹤0.01% 3537
2026
Q1 		$428 Buy
337
+335
+16,750% +$630 ﹤0.01% 3169
2025
Q4 		$5 Sell
2
-6
-75% -$16 ﹤0.01% 3401
2025
Q3 		$23 Sell
8
-117
-94% -$401 ﹤0.01% 3116
2025
Q2 		$471 Buy
125
+25
+25% +$98 ﹤0.01% 2766
2025
Q1 		$453 Sell
100
-20
-17% -$106 ﹤0.01% 2647
2024
Q4 		$848 Buy
120
+60
+100% +$478 ﹤0.01% 2309
2024
Q3 		$488 Buy
60
+40
+200% +$289 ﹤0.01% 2473
2024
Q2 		$128 Buy
+20
New +$128 ﹤0.01% 2643

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
PVM
Palogic Value Management Dallas, Texas $306M AUM 15.41% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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

Rothschild Investment LLC's HCAT Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Health Catalyst (HCAT) stake by 89% in Q2 2026, selling an estimated $432 and leaving 38 shares worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #3537.

Rothschild Investment LLC first reported a position in HCAT in Q2 2024 and has held it in 9 quarters since. The position peaked at $848 in Q4 2024. 126 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • Rothschild Investment LLC held 38 shares of Health Catalyst worth $76 as of Q2 2026.
  • Rothschild Investment LLC sold 299 Health Catalyst shares in Q2 2026, an estimated $432.
  • Health Catalyst made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3537 holding.
  • Rothschild Investment LLC first reported a position in Health Catalyst in Q2 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's Health Catalyst position peaked at $848 in Q4 2024.
  • 126 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.