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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
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 $1.12B AUM 114.45% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Transamerica Financial Advisors's HCAT Position: Q1 2026 in Review

Transamerica Financial Advisors opened a new position in Health Catalyst (HCAT) in Q1 2026: 43 shares worth $54. The stake represents ﹤0.01% of the portfolio and ranks #1867 among its holdings. This is a return to the name: Transamerica Financial Advisors previously reported a position in HCAT as recently as Q3 2025.

Transamerica Financial Advisors first reported a position in HCAT in Q3 2025 and has held it in 2 quarters since. The position peaked at $764 in Q3 2025. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

  • Transamerica Financial Advisors held 43 shares of Health Catalyst worth $54 as of Q1 2026.
  • Health Catalyst was a new Transamerica Financial Advisors position in Q1 2026.
  • Health Catalyst made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #1867 holding.
  • Transamerica Financial Advisors first reported a position in Health Catalyst in Q3 2025 and has held it in 2 quarters since.
  • Transamerica Financial Advisors's Health Catalyst position peaked at $764 in Q3 2025.
  • 130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.