Capital Advisors Ltd
HSTM icon

Capital Advisors Ltd’s HealthStream HSTM Stock Holding History

Capital Advisors Ltd’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
Q3 		$3K Hold
98
– – ﹤0.01% 1165
2026
Q2 		$3K Buy
+98
New +$2.29K ﹤0.01% 1053

Other funds holding HSTM

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Summit Global Investments
Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Capital Advisors Ltd's HSTM Position: Q3 2026 in Review

Capital Advisors Ltd held its HealthStream (HSTM) position steady in Q3 2026 at 98 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Capital Advisors Ltd first reported a position in HSTM in Q2 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold HSTM as of Q3 2026.

  • Capital Advisors Ltd held 98 shares of HealthStream worth $3K as of Q3 2026.
  • Capital Advisors Ltd left its HealthStream share count unchanged in Q3 2026.
  • HealthStream made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1165 holding.
  • Capital Advisors Ltd first reported a position in HealthStream in Q2 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held HealthStream as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.