Carson Wealth (CWM LLC)
HSTM icon

Carson Wealth (CWM LLC)’s HealthStream HSTM Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$38K Buy
1,833
+959
+110% +$20.4K ﹤0.01% 4002
2025
Q4 		$20K Sell
874
-715
-45% -$18K ﹤0.01% 4168
2025
Q3 		$45K Sell
1,589
-547
-26% -$15K ﹤0.01% 3619
2025
Q2 		$59K Sell
2,136
-2,641
-55% -$78.1K ﹤0.01% 3142
2025
Q1 		$154K Buy
4,777
+88
+2% +$2.85K ﹤0.01% 2094
2024
Q4 		$149K Buy
4,689
+241
+5% +$7.44K ﹤0.01% 2025
2024
Q3 		$128K Buy
4,448
+1,739
+64% +$49.8K ﹤0.01% 2036
2024
Q2 		$76K Buy
2,709
+2,173
+405% +$57.9K ﹤0.01% 2174
2024
Q1 		$14K Buy
536
+180
+51% +$4.82K ﹤0.01% 3132
2023
Q4 		$10K Sell
356
-33
-8% -$820 ﹤0.01% 3179
2023
Q3 		$8K Buy
389
+12
+3% +$265 ﹤0.01% 3245
2023
Q2 		$9K Buy
377
+280
+289% +$6.95K ﹤0.01% 3135
2023
Q1 		$3K Buy
97
+9
+10% +$224 ﹤0.01% 3510
2022
Q4 		$2K Buy
88
+3
+4% +$72 ﹤0.01% 3560
2022
Q3 		$2K Buy
85
+52
+158% +$1.18K ﹤0.01% 3470
2022
Q2 		$1K Sell
33
-7
-18% -$140 ﹤0.01% 3553
2022
Q1 		$1K Buy
+40
New +$904 ﹤0.01% 3351

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HSTM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its HealthStream (HSTM) stake by 110% in Q1 2026, buying an estimated $20.4K and bringing the position to 1,833 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #4002.

Carson Wealth (CWM LLC) first reported a position in HSTM in Q1 2022 and has held it in 17 quarters since. The position peaked at $154K in Q1 2025. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,833 shares of HealthStream worth $38K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 959 HealthStream shares in Q1 2026, an estimated $20.4K.
  • HealthStream made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4002 holding.
  • Carson Wealth (CWM LLC) first reported a position in HealthStream in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s HealthStream position peaked at $154K in Q1 2025.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.