Avion Wealth’s HealthStream HSTM Stock Holding History

Avion Wealth’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	-23	Closed	–	–	1408
2025 Q4	$0	Hold	23	–	–	﹤0.01%	1394
2025 Q3	$0	Hold	23	–	–	﹤0.01%	1359
2025 Q2	$0	Hold	23	–	–	﹤0.01%	1367
2025 Q1	$0	Buy	+23	New	+$746	﹤0.01%	1181
2024 Q4	–	Sell	-23	Closed	–	–	1132
2024 Q3	$0	Hold	23	–	–	﹤0.01%	1157
2024 Q2	$0	Hold	23	–	–	﹤0.01%	1087
2024 Q1	$1K	Hold	23	–	–	﹤0.01%	971
2023 Q4	$1K	Hold	23	–	–	﹤0.01%	824
2023 Q3	$0	Buy	+23	New	+$508	﹤0.01%	980

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

Avion Wealth's HSTM Position: Q1 2026 in Review

Avion Wealth sold out of HealthStream (HSTM) in Q1 2026, closing a stake of 23 shares.

Avion Wealth first reported a position in HSTM in Q3 2023 and held it in 9 quarters. The position peaked at $1K in Q1 2024. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

Avion Wealth reported no remaining HealthStream position as of Q1 2026 after selling out during the quarter.
Avion Wealth sold 23 HealthStream shares in Q1 2026.
Avion Wealth first reported a position in HealthStream in Q3 2023 and held it in 9 quarters.
Avion Wealth's HealthStream position peaked at $1K in Q1 2024.
197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.