SRS
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Strong Retirement Solutions’s Health Catalyst HCAT Stock Holding History

Strong Retirement Solutions’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 		$36K Sell
18,080
-5,213
-22% -$7.53K 0.02% 82
2026
Q1 		$29.6K Sell
23,293
-13,912
-37% -$26.2K 0.02% 86
2025
Q4 		$88.9K Buy
+37,205
New +$102K 0.06% 84

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 $304M AUM 15.15% 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

Strong Retirement Solutions's HCAT Position: Q2 2026 in Review

Strong Retirement Solutions reduced its Health Catalyst (HCAT) stake by 22% in Q2 2026, selling an estimated $7.53K and leaving 18,080 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #82.

Strong Retirement Solutions first reported a position in HCAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $88.9K in Q4 2025. 127 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • Strong Retirement Solutions held 18,080 shares of Health Catalyst worth $36K as of Q2 2026.
  • Strong Retirement Solutions sold 5,213 Health Catalyst shares in Q2 2026, an estimated $7.53K.
  • Health Catalyst made up 0.02% of Strong Retirement Solutions's portfolio in Q2 2026, its #82 holding.
  • Strong Retirement Solutions first reported a position in Health Catalyst in Q4 2025 and has held it in 3 quarters since.
  • Strong Retirement Solutions's Health Catalyst position peaked at $88.9K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Strong Retirement Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.