UBS Group
HCAT icon

UBS Group’s Health Catalyst HCAT Stock Holding History

UBS Group’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
2025
Q2 		– Sell
-450,936
Closed -$2.04M – 10493
2025
Q1 		$2.04M Sell
450,936
-2,054,264
-82% -$10.9M ﹤0.01% 4687
2024
Q4 		$17.7M Hold
2,505,200
– – ﹤0.01% 2459
2024
Q3 		$20.4M Hold
2,505,200
– – ﹤0.01% 1810
2024
Q2 		$16M Hold
2,505,200
– – ﹤0.01% 1864
2024
Q1 		$18.9M Buy
+2,505,200
New +$22.9M ﹤0.01% 1742

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 $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

UBS Group's HCAT Position: Q2 2026 in Review

UBS Group reduced its Health Catalyst (HCAT) stake by 11% in Q2 2026, selling an estimated $46.8K and leaving 254,654 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #6222.

UBS Group first reported a position in HCAT in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.81M in Q4 2021. 126 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • UBS Group held 254,654 shares of Health Catalyst worth $507K as of Q2 2026.
  • UBS Group sold 32,441 Health Catalyst shares in Q2 2026, an estimated $46.8K.
  • Health Catalyst made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6222 holding.
  • UBS Group first reported a position in Health Catalyst in Q3 2019 and has held it in 28 quarters since.
  • UBS Group's Health Catalyst position peaked at $1.81M in Q4 2021.
  • 126 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

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