Advisory Services Network’s HealthStream HSTM Stock Holding History

Advisory Services Network’s Portfolio HSTM Stock Details HSTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,177	Closed	-$24.4K	–	3297
2026 Q1	$24.4K	Buy	+1,177	New	+$25.1K	﹤0.01%	3083
2025 Q4	–	Sell	-359	Closed	-$10.1K	–	2921
2025 Q3	$10.1K	Buy	+359	New	+$9.87K	﹤0.01%	3281
2024 Q1	–	Sell	-167	Closed	-$4.51K	–	2435
2023 Q4	$4.51K	Buy	+167	New	+$4.15K	﹤0.01%	3148
2023 Q2	–	Sell	-123	Closed	-$3.33K	–	2423
2023 Q1	$3.33K	Sell	123 -1,500	-92%	-$37.4K	﹤0.01%	3284
2022 Q4	$40.3K	Buy	+1,623	New	+$38.9K	﹤0.01%	2086
2021 Q1	–	Sell	-234	Closed	-$5K	–	2037
2020 Q4	$5K	Sell	234 -346	-60%	-$6.95K	﹤0.01%	2712
2020 Q3	$12K	Buy	+580	New	+$12.3K	﹤0.01%	2333
2020 Q2	–	Sell	-234	Closed	-$6K	–	1790
2020 Q1	$6K	Buy	+234	New	+$5.88K	﹤0.01%	2411

Other funds holding HSTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisory Services Network's HSTM Position: Q2 2026 in Review

Advisory Services Network sold out of HealthStream (HSTM) in Q2 2026, closing a stake of 1,177 shares — an estimated $24.4K sold.

Advisory Services Network first reported a position in HSTM in Q1 2020 and held it in 8 quarters. The position peaked at $40.3K in Q4 2022. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Advisory Services Network reported no remaining HealthStream position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,177 HealthStream shares in Q2 2026, an estimated $24.4K.
Advisory Services Network first reported a position in HealthStream in Q1 2020 and held it in 8 quarters.
Advisory Services Network's HealthStream position peaked at $40.3K in Q4 2022.
219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.