AssetMark Inc
HSTM icon

AssetMark Inc’s HealthStream HSTM Stock Holding History

AssetMark Inc’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
-8
Closed -$185 – 3509
2025
Q4 		$185 Buy
+8
New +$201 ﹤0.01% 3264
2023
Q4 		– Sell
-4
Closed -$86 – 1925
2023
Q3 		$86 Buy
+4
New +$88 ﹤0.01% 1707
2018
Q1 		– Sell
-8
Closed – – 1664
2017
Q4 		$0 Buy
+8
New +$188 ﹤0.01% 1983

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

AssetMark Inc's HSTM Position: Q1 2026 in Review

AssetMark Inc sold out of HealthStream (HSTM) in Q1 2026, closing a stake of 8 shares — an estimated $185 sold.

AssetMark Inc first reported a position in HSTM in Q4 2017 and held it in 3 quarters. The position peaked at $185 in Q4 2025. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • AssetMark Inc reported no remaining HealthStream position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 8 HealthStream shares in Q1 2026, an estimated $185.
  • AssetMark Inc first reported a position in HealthStream in Q4 2017 and held it in 3 quarters.
  • AssetMark Inc's HealthStream position peaked at $185 in Q4 2025.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.