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Amalgamated Bank’s HealthStream HSTM Stock Holding History

Amalgamated Bank’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 		– Sell
-6,806
Closed -$157K – 2172
2025
Q4 		$157K Sell
6,806
-341
-5% -$8.58K ﹤0.01% 1620
2025
Q3 		$202K Buy
7,147
+212
+3% +$5.83K ﹤0.01% 1571
2025
Q2 		$192K Buy
6,935
+186
+3% +$5.5K ﹤0.01% 1559
2025
Q1 		$217K Sell
6,749
-372
-5% -$12.1K ﹤0.01% 1517
2024
Q4 		$226K Sell
7,121
-35
-0.5% -$1.08K ﹤0.01% 1542
2024
Q3 		$206K Buy
7,156
+26
+0.4% +$745 ﹤0.01% 1575
2024
Q2 		$199K Sell
7,130
-669
-9% -$17.8K ﹤0.01% 1582
2024
Q1 		$208K Sell
7,799
-1,140
-13% -$30.5K ﹤0.01% 1595
2023
Q4 		$242K Sell
8,939
-1,404
-14% -$34.9K ﹤0.01% 1737
2023
Q3 		$223K Hold
10,343
– – ﹤0.01% 1747
2023
Q2 		$254K Buy
10,343
+115
+1% +$2.85K ﹤0.01% 1728
2023
Q1 		$277K Sell
10,228
-287
-3% -$7.16K ﹤0.01% 1676
2022
Q4 		$261K Sell
10,515
-486
-4% -$11.7K ﹤0.01% 1755
2022
Q3 		$234K Buy
11,001
+4
+0% +$91 ﹤0.01% 1794
2022
Q2 		$239K Sell
10,997
-250
-2% -$4.99K ﹤0.01% 1794
2022
Q1 		$224K Sell
11,247
-678
-6% -$15.3K ﹤0.01% 1896
2021
Q4 		$314K Sell
11,925
-344
-3% -$9.1K ﹤0.01% 1798
2021
Q3 		$351K Sell
12,269
-195
-2% -$5.7K ﹤0.01% 1770
2021
Q2 		$348K Buy
+12,464
New +$313K ﹤0.01% 1813

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T 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 $124B 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 $1.56T AUM 27.86% 1-Year Est. Return

Amalgamated Bank's HSTM Position: Q1 2026 in Review

Amalgamated Bank sold out of HealthStream (HSTM) in Q1 2026, closing a stake of 6,806 shares — an estimated $157K sold.

Amalgamated Bank first reported a position in HSTM in Q2 2021 and held it in 19 quarters. The position peaked at $351K in Q3 2021. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Amalgamated Bank reported no remaining HealthStream position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 6,806 HealthStream shares in Q1 2026, an estimated $157K.
  • Amalgamated Bank first reported a position in HealthStream in Q2 2021 and held it in 19 quarters.
  • Amalgamated Bank's HealthStream position peaked at $351K in Q3 2021.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.