UBS AM’s Health Catalyst HCAT Stock Holding History

UBS AM’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	$1.04K	Hold	523	–	–	﹤0.01%	3612
2026 Q1	$664	Buy	+523	New	+$984	﹤0.01%	3711
2024 Q2	–	Sell	-57,056	Closed	-$430K	–	2841
2024 Q1	$430K	Hold	57,056	–	–	﹤0.01%	2331
2023 Q4	$528K	Hold	57,056	–	–	﹤0.01%	2310
2023 Q3	$577K	Hold	57,056	–	–	﹤0.01%	2238
2023 Q2	$666K	Hold	57,056	–	–	﹤0.01%	2203
2023 Q1	$666K	Buy	57,056 +4,585	+9%	+$58.4K	﹤0.01%	2203
2022 Q4	$558K	Hold	52,471	–	–	﹤0.01%	2138
2022 Q3	$509K	Buy	52,471 +10,180	+24%	+$135K	﹤0.01%	2339
2022 Q2	$613K	Sell	42,291 -12,649	-23%	-$216K	﹤0.01%	2222
2022 Q1	$1.44M	Buy	54,940 +13,200	+32%	+$375K	﹤0.01%	1962
2021 Q4	$1.65M	Buy	41,740 +3,025	+8%	+$138K	﹤0.01%	1961
2021 Q3	$1.94M	Buy	38,715 +2,698	+7%	+$147K	﹤0.01%	1854
2021 Q2	$2M	Buy	36,017 +14,217	+65%	+$757K	﹤0.01%	1845
2021 Q1	$1.02M	Hold	21,800	–	–	﹤0.01%	2083
2020 Q4	$949K	Buy	21,800 +11,200	+106%	+$413K	﹤0.01%	2016
2020 Q3	$388K	Hold	10,600	–	–	﹤0.01%	2238
2020 Q2	$309K	Buy	+10,600	New	+$293K	﹤0.01%	2272

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

UBS AM's HCAT Position: Q2 2026 in Review

UBS AM held its Health Catalyst (HCAT) position steady in Q2 2026 at 523 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3612.

UBS AM first reported a position in HCAT in Q2 2020 and has held it in 18 quarters since. The position peaked at $2M in Q2 2021. 127 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

UBS AM held 523 shares of Health Catalyst worth $1.04K as of Q2 2026.
UBS AM left its Health Catalyst share count unchanged in Q2 2026.
Health Catalyst made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3612 holding.
UBS AM first reported a position in Health Catalyst in Q2 2020 and has held it in 18 quarters since.
UBS AM's Health Catalyst position peaked at $2M in Q2 2021.
127 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.