AM Investment Strategies’s HealthStream HSTM Stock Holding History

AM Investment Strategies’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	$1.44M	Sell	52,738 -5,000	-9%	-$117K	0.28%	47
2026 Q1	$1.2M	Sell	57,738 -1	-0%	-$21	0.26%	53
2025 Q4	$1.33M	Hold	57,739	–	–	0.28%	49
2025 Q3	$1.63M	Hold	57,739	–	–	0.35%	41
2025 Q2	$1.6M	Hold	57,739	–	–	0.38%	36
2025 Q1	$1.86M	Hold	57,739	–	–	0.45%	33
2024 Q4	$1.84M	Hold	57,739	–	–	0.45%	34
2024 Q3	$1.67M	Hold	57,739	–	–	0.4%	38
2024 Q2	$1.61M	Hold	57,739	–	–	0.4%	36
2024 Q1	$1.54M	Sell	57,739 -5,405	-9%	-$145K	0.39%	41
2023 Q4	$1.71M	Sell	63,144 -1,000	-2%	-$24.8K	0.48%	36
2023 Q3	$1.38M	Hold	64,144	–	–	0.45%	36
2023 Q2	$1.57M	Hold	64,144	–	–	0.49%	35
2023 Q1	$1.74M	Sell	64,144 -4,000	-6%	-$99.8K	0.59%	31
2022 Q4	$1.69M	Sell	68,144 -300	-0.4%	-$7.2K	0.6%	29
2022 Q3	$1.46M	Sell	68,444 -3,924	-5%	-$89.2K	0.53%	34
2022 Q2	$1.57M	Hold	72,368	–	–	0.55%	34
2022 Q1	$1.44M	Buy	72,368 +4,900	+7%	+$111K	0.38%	36
2021 Q4	$1.78M	Sell	67,468 -2,725	-4%	-$72.1K	0.43%	39
2021 Q3	$2.01M	Sell	70,193 -1,500	-2%	-$43.8K	0.53%	30
2021 Q2	$2M	Sell	71,693 -70,055	-49%	-$1.76M	0.52%	28
2021 Q1	$3.17M	Buy	141,748 +60	+0%	+$1.43K	0.88%	22
2020 Q4	$3.09M	Sell	141,688 -800	-0.6%	-$16.1K	0.95%	21
2020 Q3	$2.86M	Buy	+142,488	New	+$3.03M	1%	20

Other funds holding HSTM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AM Investment Strategies's HSTM Position: Q2 2026 in Review

AM Investment Strategies reduced its HealthStream (HSTM) stake by 8.7% in Q2 2026, selling an estimated $117K and leaving 52,738 shares worth $1.44M. The position accounts for 0.28% of the portfolio, ranked #47.

AM Investment Strategies first reported a position in HSTM in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.17M in Q1 2021. 13 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

AM Investment Strategies held 52,738 shares of HealthStream worth $1.44M as of Q2 2026.
AM Investment Strategies sold 5,000 HealthStream shares in Q2 2026, an estimated $117K.
HealthStream made up 0.28% of AM Investment Strategies's portfolio in Q2 2026, its #47 holding.
AM Investment Strategies first reported a position in HealthStream in Q3 2020 and has held it in 24 quarters since.
AM Investment Strategies's HealthStream position peaked at $3.17M in Q1 2021.
13 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.