Cerity Partners
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-262,943
Closed -$8.46M – 2698
2025
Q1 		$8.46M Sell
262,943
-37,127
-12% -$1.19M 0.02% 543
2024
Q4 		$9.53M Buy
300,070
+292,548
+3,889% +$9.29M 0.02% 491
2024
Q3 		$217K Buy
+7,522
New +$217K ﹤0.01% 2270