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Avantax Advisory Services’s HealthStream HSTM Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$255K Buy
9,216
+1,247
+16% +$36.9K ﹤0.01% 2040
2025
Q1 		$256K Buy
+7,969
New +$258K ﹤0.01% 1940

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Avantax Advisory Services's HSTM Position: Q2 2025 in Review

Avantax Advisory Services increased its HealthStream (HSTM) stake by 16% in Q2 2025, buying an estimated $36.9K and bringing the position to 9,216 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

Avantax Advisory Services first reported a position in HSTM in Q1 2025 and has held it in 2 quarters since. The position peaked at $256K in Q1 2025. 201 funds tracked by Wall St. Rank hold HSTM as of Q2 2025.

  • Avantax Advisory Services held 9,216 shares of HealthStream worth $255K as of Q2 2025.
  • Avantax Advisory Services bought 1,247 HealthStream shares in Q2 2025, an estimated $36.9K.
  • HealthStream made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2040 holding.
  • Avantax Advisory Services first reported a position in HealthStream in Q1 2025 and has held it in 2 quarters since.
  • Avantax Advisory Services's HealthStream position peaked at $256K in Q1 2025.
  • 201 funds tracked by Wall St. Rank held HealthStream as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.