Cerity Partners’s HealthStream HSTM Stock Holding History

Cerity Partners’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	$2.01M	Buy	73,617 +2,912	+4%	+$68.2K	﹤0.01%	1592
2026 Q1	$1.46M	Buy	70,705 +25,430	+56%	+$542K	﹤0.01%	1643
2025 Q4	$1.04M	Buy	45,275 +11,807	+35%	+$297K	﹤0.01%	1699
2025 Q3	$945K	Buy	+33,468	New	+$920K	﹤0.01%	1619
2025 Q2	–	Sell	-262,943	Closed	-$8.46M	–	2702
2025 Q1	$8.46M	Sell	262,943 -37,127	-12%	-$1.2M	0.02%	548
2024 Q4	$9.53M	Buy	300,070 +292,548	+3,889%	+$9.03M	0.02%	491
2024 Q3	$217K	Buy	+7,522	New	+$215K	﹤0.01%	2270

Other funds holding HSTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cerity Partners's HSTM Position: Q2 2026 in Review

Cerity Partners increased its HealthStream (HSTM) stake by 4.1% in Q2 2026, buying an estimated $68.2K and bringing the position to 73,617 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Cerity Partners first reported a position in HSTM in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.53M in Q4 2024. 207 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Cerity Partners held 73,617 shares of HealthStream worth $2.01M as of Q2 2026.
Cerity Partners bought 2,912 HealthStream shares in Q2 2026, an estimated $68.2K.
HealthStream made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1592 holding.
Cerity Partners first reported a position in HealthStream in Q3 2024 and has held it in 7 quarters since.
Cerity Partners's HealthStream position peaked at $9.53M in Q4 2024.
207 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.