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 Q2	$81.9K	Buy	3,008 +2,231	+287%	+$52.2K	﹤0.01%	2877
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 $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arax Advisory Partners's HSTM Position: Q2 2026 in Review

Arax Advisory Partners increased its HealthStream (HSTM) stake by 287% in Q2 2026, buying an estimated $52.2K and bringing the position to 3,008 shares worth $81.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2877.

Arax Advisory Partners first reported a position in HSTM in Q2 2024 and has held it in 9 quarters since. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Arax Advisory Partners held 3,008 shares of HealthStream worth $81.9K as of Q2 2026.
Arax Advisory Partners bought 2,231 HealthStream shares in Q2 2026, an estimated $52.2K.
HealthStream made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2877 holding.
Arax Advisory Partners first reported a position in HealthStream in Q2 2024 and has held it in 9 quarters since.
218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.