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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
Q2 		$3K Buy
+98
New +$2.29K ﹤0.01% 1053

Other funds holding HSTM

AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Capital Advisors Ltd's HSTM Position: Q2 2026 in Review

Capital Advisors Ltd opened a new position in HealthStream (HSTM) in Q2 2026: 98 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1053 among its holdings.

13 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Capital Advisors Ltd held 98 shares of HealthStream worth $3K as of Q2 2026.
  • HealthStream was a new Capital Advisors Ltd position in Q2 2026.
  • HealthStream made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1053 holding.
  • 13 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.