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 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 $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisory Services Network's HSTM Position: Q1 2026 in Review

Advisory Services Network opened a new position in HealthStream (HSTM) in Q1 2026: 1,177 shares worth $24.4K. The stake represents ﹤0.01% of the portfolio and ranks #3083 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in HSTM as recently as Q3 2025.

Advisory Services Network first reported a position in HSTM in Q1 2020 and has held it in 8 quarters since. The position peaked at $40.3K in Q4 2022. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

Advisory Services Network held 1,177 shares of HealthStream worth $24.4K as of Q1 2026.
HealthStream was a new Advisory Services Network position in Q1 2026.
HealthStream made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3083 holding.
Advisory Services Network first reported a position in HealthStream in Q1 2020 and has held it in 8 quarters since.
Advisory Services Network's HealthStream position peaked at $40.3K in Q4 2022.
197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.