AF
HSTM icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return