Arax Advisory Partners’s HealthStream HSTM Stock Holding History

Arax Advisory Partners’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	$16.1K	Sell	777 -135	-15%	-$2.88K	﹤0.01%	2210
2025 Q4	$21K	Sell	912 -141	-13%	-$3.55K	﹤0.01%	2083
2025 Q3	$29.7K	Buy	1,053 +285	+37%	+$7.83K	﹤0.01%	2088
2025 Q2	$21.3K	Buy	768 +378	+97%	+$11.2K	﹤0.01%	1638
2025 Q1	$12.6K	Sell	390 -223	-36%	-$7.23K	﹤0.01%	1493
2024 Q4	$19.5K	Buy	613 +199	+48%	+$6.14K	﹤0.01%	1220
2024 Q3	$11.9K	Hold	414	–	–	﹤0.01%	1330
2024 Q2	$11.6K	Buy	+414	New	+$11K	﹤0.01%	1198

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

Arax Advisory Partners's HSTM Position: Q1 2026 in Review

Arax Advisory Partners reduced its HealthStream (HSTM) stake by 15% in Q1 2026, selling an estimated $2.88K and leaving 777 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

Arax Advisory Partners first reported a position in HSTM in Q2 2024 and has held it in 8 quarters since. The position peaked at $29.7K in Q3 2025. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

Arax Advisory Partners held 777 shares of HealthStream worth $16.1K as of Q1 2026.
Arax Advisory Partners sold 135 HealthStream shares in Q1 2026, an estimated $2.88K.
HealthStream made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2210 holding.
Arax Advisory Partners first reported a position in HealthStream in Q2 2024 and has held it in 8 quarters since.
Arax Advisory Partners's HealthStream position peaked at $29.7K in Q3 2025.
197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.