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Transamerica Financial Advisors’s Health Catalyst HCAT Stock Holding History

Transamerica Financial Advisors’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 		$85 Hold
43
– – ﹤0.01% 2025
2026
Q1 		$54 Buy
+43
New +$81 ﹤0.01% 1867
2025
Q4 		– Sell
-268
Closed -$764 – 1863
2025
Q3 		$764 Buy
+268
New +$917 ﹤0.01% 1215

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 $317M AUM 37.22% 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

Transamerica Financial Advisors's HCAT Position: Q2 2026 in Review

Transamerica Financial Advisors held its Health Catalyst (HCAT) position steady in Q2 2026 at 43 shares worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

Transamerica Financial Advisors first reported a position in HCAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $764 in Q3 2025. 126 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • Transamerica Financial Advisors held 43 shares of Health Catalyst worth $85 as of Q2 2026.
  • Transamerica Financial Advisors left its Health Catalyst share count unchanged in Q2 2026.
  • Health Catalyst made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #2025 holding.
  • Transamerica Financial Advisors first reported a position in Health Catalyst in Q3 2025 and has held it in 3 quarters since.
  • Transamerica Financial Advisors's Health Catalyst position peaked at $764 in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.