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Allworth Financial’s HealthStream HSTM Stock Holding History

Allworth Financial’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 		$7.52K Buy
276
+180
+188% +$4.21K ﹤0.01% 3905
2026
Q1 		$1.99K Buy
96
+19
+25% +$405 ﹤0.01% 4355
2025
Q4 		$1.78K Sell
77
-40
-34% -$1.01K ﹤0.01% 4167
2025
Q3 		$3.31K Buy
117
+48
+70% +$1.32K ﹤0.01% 3775
2025
Q2 		$1.91K Sell
69
-31
-31% -$916 ﹤0.01% 3723
2025
Q1 		$3.32K Sell
100
-449
-82% -$14.6K ﹤0.01% 2988
2024
Q4 		$17.6K Buy
549
+464
+546% +$14.3K ﹤0.01% 2173
2024
Q3 		$2.45K Hold
85
– – ﹤0.01% 2875
2024
Q2 		$2.58K Hold
85
– – ﹤0.01% 2806
2024
Q1 		$2.27K Hold
85
– – ﹤0.01% 2760
2023
Q4 		$2.3K Buy
85
+28
+49% +$696 ﹤0.01% 2622
2023
Q3 		$1.23K Buy
+57
New +$1.26K ﹤0.01% 2759
2023
Q2 		– Sell
-43
Closed -$1.17K – 3315
2023
Q1 		$1.17K Buy
+43
New +$1.07K ﹤0.01% 2617
2022
Q1 		– Sell
-344
Closed -$9K – 2231
2021
Q4 		$9K Buy
+344
New +$9.1K ﹤0.01% 1401

Other funds holding HSTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial's HSTM Position: Q2 2026 in Review

Allworth Financial increased its HealthStream (HSTM) stake by 188% in Q2 2026, buying an estimated $4.21K and bringing the position to 276 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #3905.

Allworth Financial first reported a position in HSTM in Q4 2021 and has held it in 14 quarters since. The position peaked at $17.6K in Q4 2024. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Allworth Financial held 276 shares of HealthStream worth $7.52K as of Q2 2026.
  • Allworth Financial bought 180 HealthStream shares in Q2 2026, an estimated $4.21K.
  • HealthStream made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3905 holding.
  • Allworth Financial first reported a position in HealthStream in Q4 2021 and has held it in 14 quarters since.
  • Allworth Financial's HealthStream position peaked at $17.6K in Q4 2024.
  • 219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.