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

CF
CDC Financial Chicago, Illinois $209M AUM 26.53% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Nepsis Inc
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $212M AUM 53.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

UBS Group's HCAT Position: Q3 2026 in Review

UBS Group reduced its Health Catalyst (HCAT) stake by 96% in Q3 2026, selling an estimated $465K and leaving 11,144 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #8524.

UBS Group first reported a position in HCAT in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.81M in Q4 2021. 76 funds tracked by Wall St. Rank hold HCAT as of Q3 2026.

  • UBS Group held 11,144 shares of Health Catalyst worth $19.3K as of Q3 2026.
  • UBS Group sold 243,510 Health Catalyst shares in Q3 2026, an estimated $465K.
  • Health Catalyst made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8524 holding.
  • UBS Group first reported a position in Health Catalyst in Q3 2019 and has held it in 29 quarters since.
  • UBS Group's Health Catalyst position peaked at $1.81M in Q4 2021.
  • 76 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.