Steward Partners Investment Advisory’s Health Catalyst HCAT Stock Holding History

Steward Partners Investment Advisory’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	$137	Sell	69 -142	-67%	-$205	﹤0.01%	4546
2026 Q1	$268	Hold	211	–	–	﹤0.01%	4301
2025 Q4	$504	Hold	211	–	–	﹤0.01%	4150
2025 Q3	$601	Buy	+211	New	+$722	﹤0.01%	4108
2021 Q4	–	Sell	-200	Closed	-$10K	–	3235
2021 Q3	$10K	Hold	200	–	–	﹤0.01%	2592
2021 Q2	$11K	Sell	200 -30	-13%	-$1.6K	﹤0.01%	5862
2021 Q1	$10.8K	Hold	230	–	–	﹤0.01%	2747
2020 Q4	$10K	Buy	230 +30	+15%	+$1.11K	﹤0.01%	2309
2020 Q3	$7K	Buy	+200	New	+$6.79K	﹤0.01%	2256

Other funds holding HCAT

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

CDC Financial Chicago, Illinois $239M AUM

PVM

Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Partners Investment Advisory's HCAT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Health Catalyst (HCAT) stake by 67% in Q2 2026, selling an estimated $205 and leaving 69 shares worth $137. The position accounts for ﹤0.01% of the portfolio, ranked #4546.

Steward Partners Investment Advisory first reported a position in HCAT in Q3 2020 and has held it in 9 quarters since. The position peaked at $11K in Q2 2021. 127 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

Steward Partners Investment Advisory held 69 shares of Health Catalyst worth $137 as of Q2 2026.
Steward Partners Investment Advisory sold 142 Health Catalyst shares in Q2 2026, an estimated $205.
Health Catalyst made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4546 holding.
Steward Partners Investment Advisory first reported a position in Health Catalyst in Q3 2020 and has held it in 9 quarters since.
Steward Partners Investment Advisory's Health Catalyst position peaked at $11K in Q2 2021.
127 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.