CBIZ Investment Advisory Services’s HealthStream HSTM Stock Holding History

CBIZ Investment Advisory Services’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	–	Sell	-661	Closed	-$15.2K	–	570
2025 Q4	$15.2K	Buy	661 +80	+14%	+$2.01K	﹤0.01%	305
2025 Q3	$16.4K	Sell	581 -1	-0.2%	-$27	﹤0.01%	275
2025 Q2	$16.1K	Buy	582 +114	+24%	+$3.37K	﹤0.01%	287
2025 Q1	$15.1K	Buy	468 +318	+212%	+$10.3K	﹤0.01%	267
2024 Q4	$4.77K	Buy	+150	New	+$4.63K	﹤0.01%	323

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CBIZ Investment Advisory Services's HSTM Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of HealthStream (HSTM) in Q1 2026, closing a stake of 661 shares — an estimated $15.2K sold.

CBIZ Investment Advisory Services first reported a position in HSTM in Q4 2024 and held it in 5 quarters. The position peaked at $16.4K in Q3 2025. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

CBIZ Investment Advisory Services reported no remaining HealthStream position as of Q1 2026 after selling out during the quarter.
CBIZ Investment Advisory Services sold 661 HealthStream shares in Q1 2026, an estimated $15.2K.
CBIZ Investment Advisory Services first reported a position in HealthStream in Q4 2024 and held it in 5 quarters.
CBIZ Investment Advisory Services's HealthStream position peaked at $16.4K in Q3 2025.
197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.