Wellington Management Group
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Wellington Management Group’s Health Catalyst HCAT Stock Holding History

Wellington Management 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
-2,085,392
Closed -$9.45M – 1988
2025
Q1 		$9.45M Buy
2,085,392
+126,264
+6% +$668K ﹤0.01% 1214
2024
Q4 		$13.9M Buy
1,959,128
+98,447
+5% +$784K ﹤0.01% 1098
2024
Q3 		$15.1M Sell
1,860,681
-25,177
-1% -$182K ﹤0.01% 1048
2024
Q2 		$12.1M Sell
1,885,858
-740,477
-28% -$4.75M ﹤0.01% 1113
2024
Q1 		$19.8M Sell
2,626,335
-513,947
-16% -$4.69M ﹤0.01% 948
2023
Q4 		$29.1M Buy
3,140,282
+139,682
+5% +$1.14M 0.01% 857
2023
Q3 		$30.4M Sell
3,000,600
-810
-0% -$9.67K 0.01% 842
2023
Q2 		$37.5M Buy
3,001,410
+162,941
+6% +$1.94M 0.01% 782
2023
Q1 		$33.1M Buy
2,838,469
+1,470,287
+107% +$18.7M 0.01% 804
2022
Q4 		$14.5M Sell
1,368,182
-1,145,179
-46% -$11.1M ﹤0.01% 988
2022
Q3 		$24.4M Sell
2,513,361
-191,185
-7% -$2.53M 0.01% 856
2022
Q2 		$39.2M Sell
2,704,546
-964,485
-26% -$16.4M 0.01% 742
2022
Q1 		$95.9M Buy
3,669,031
+55,026
+2% +$1.56M 0.02% 590
2021
Q4 		$143M Buy
3,614,005
+736,229
+26% +$33.6M 0.02% 536
2021
Q3 		$144M Buy
2,877,776
+276,695
+11% +$15.1M 0.02% 519
2021
Q2 		$144M Sell
2,601,081
-209,847
-7% -$11.2M 0.02% 532
2021
Q1 		$131M Sell
2,810,928
-37,669
-1% -$1.82M 0.02% 525
2020
Q4 		$124M Buy
2,848,597
+151,772
+6% +$5.6M 0.02% 533
2020
Q3 		$98.7M Buy
2,696,825
+833,534
+45% +$28.3M 0.02% 520
2020
Q2 		$54.4M Buy
1,863,291
+1,520,307
+443% +$42M 0.01% 682
2020
Q1 		$8.97M Buy
342,984
+330,784
+2,711% +$10.1M ﹤0.01% 1061
2019
Q4 		$423K Sell
12,200
-75,470
-86% -$2.5M ﹤0.01% 1883
2019
Q3 		$2.77M Buy
+87,670
New +$3.45M ﹤0.01% 1499

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 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

Wellington Management Group's HCAT Position: Q2 2025 in Review

Wellington Management Group sold out of Health Catalyst (HCAT) in Q2 2025, closing a stake of 2,085,392 shares — an estimated $9.45M sold.

Wellington Management Group first reported a position in HCAT in Q3 2019 and held it in 23 quarters. The position peaked at $144M in Q2 2021. 145 funds tracked by Wall St. Rank hold HCAT as of Q2 2025.

  • Wellington Management Group reported no remaining Health Catalyst position as of Q2 2025 after selling out during the quarter.
  • Wellington Management Group sold 2,085,392 Health Catalyst shares in Q2 2025, an estimated $9.45M.
  • Wellington Management Group first reported a position in Health Catalyst in Q3 2019 and held it in 23 quarters.
  • Wellington Management Group's Health Catalyst position peaked at $144M in Q2 2021.
  • 145 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2025.

Based on Wellington Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.