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Carrera Capital Advisors’s HealthStream HSTM Stock Holding History

Carrera Capital Advisors’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
Q2 		– Sell
-43,371
Closed -$1.4M – 158
2025
Q1 		$1.4M Buy
+43,371
New +$1.41M 0.31% 68

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Carrera Capital Advisors's HSTM Position: Q2 2025 in Review

Carrera Capital Advisors sold out of HealthStream (HSTM) in Q2 2025, closing a stake of 43,371 shares — an estimated $1.4M sold.

Carrera Capital Advisors first reported a position in HSTM in Q1 2025 and held it in 1 quarter. The position peaked at $1.4M in Q1 2025. 201 funds tracked by Wall St. Rank hold HSTM as of Q2 2025.

  • Carrera Capital Advisors reported no remaining HealthStream position as of Q2 2025 after selling out during the quarter.
  • Carrera Capital Advisors sold 43,371 HealthStream shares in Q2 2025, an estimated $1.4M.
  • Carrera Capital Advisors first reported a position in HealthStream in Q1 2025 and held it in 1 quarter.
  • Carrera Capital Advisors's HealthStream position peaked at $1.4M in Q1 2025.
  • 201 funds tracked by Wall St. Rank held HealthStream as of Q2 2025.

Based on Carrera Capital Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.