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Callan Family Office’s HealthStream HSTM Stock Holding History

Callan Family Office’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 		$552K Buy
20,272
+6,397
+46% +$150K 0.01% 782
2026
Q1 		$287K Buy
+13,875
New +$295K 0.01% 947

Other funds holding HSTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Callan Family Office's HSTM Position: Q2 2026 in Review

Callan Family Office increased its HealthStream (HSTM) stake by 46% in Q2 2026, buying an estimated $150K and bringing the position to 20,272 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #782.

Callan Family Office first reported a position in HSTM in Q1 2026 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Callan Family Office held 20,272 shares of HealthStream worth $552K as of Q2 2026.
  • Callan Family Office bought 6,397 HealthStream shares in Q2 2026, an estimated $150K.
  • HealthStream made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #782 holding.
  • Callan Family Office first reported a position in HealthStream in Q1 2026 and has held it in 2 quarters since.
  • 219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.