Beacon Capital Management LLC (Tennessee)’s HealthStream HSTM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-251	Closed	-$6.93K	–	516
2025 Q2	$6.93K	Buy	251 +1	+0.4%	+$30	﹤0.01%	694
2025 Q1	$8.05K	Hold	250	–	–	﹤0.01%	666
2024 Q4	$7.95K	Hold	250	–	–	﹤0.01%	637
2024 Q3	$7.21K	Hold	250	–	–	﹤0.01%	726
2024 Q2	$6.97K	Hold	250	–	–	﹤0.01%	644
2024 Q1	$6.67K	Hold	250	–	–	﹤0.01%	656
2023 Q4	$5.39K	Hold	250	–	–	﹤0.01%	640
2023 Q3	$6.14K	Hold	250	–	–	﹤0.01%	655
2023 Q2	$6.14K	Hold	250	–	–	﹤0.01%	655
2023 Q1	$6.78K	Hold	250	–	–	﹤0.01%	574
2022 Q4	$6.21K	Hold	250	–	–	﹤0.01%	595
2022 Q3	$5K	Hold	250	–	–	﹤0.01%	587
2022 Q2	$5K	Hold	250	–	–	﹤0.01%	645
2022 Q1	$5K	Buy	+250	New	+$5.65K	﹤0.01%	645

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s HSTM Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of HealthStream (HSTM) in Q3 2025, closing a stake of 251 shares — an estimated $6.93K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in HSTM in Q1 2022 and held it in 14 quarters. The position peaked at $8.05K in Q1 2025. 200 funds tracked by Wall St. Rank hold HSTM as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining HealthStream position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 251 HealthStream shares in Q3 2025, an estimated $6.93K.
Beacon Capital Management LLC (Tennessee) first reported a position in HealthStream in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s HealthStream position peaked at $8.05K in Q1 2025.
200 funds tracked by Wall St. Rank held HealthStream as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.