Cetera Investment Advisers
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Cetera Investment Advisers’s HealthStream HSTM Stock Holding History

Cetera Investment Advisers’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 		$615K Buy
29,686
+20,405
+220% +$435K ﹤0.01% 3323
2025
Q4 		$214K Sell
9,281
-320
-3% -$8.05K ﹤0.01% 4189
2025
Q3 		$271K Buy
+9,601
New +$264K ﹤0.01% 3918

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

Cetera Investment Advisers's HSTM Position: Q1 2026 in Review

Cetera Investment Advisers increased its HealthStream (HSTM) stake by 220% in Q1 2026, buying an estimated $435K and bringing the position to 29,686 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #3323.

Cetera Investment Advisers first reported a position in HSTM in Q3 2025 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Cetera Investment Advisers held 29,686 shares of HealthStream worth $615K as of Q1 2026.
  • Cetera Investment Advisers bought 20,405 HealthStream shares in Q1 2026, an estimated $435K.
  • HealthStream made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3323 holding.
  • Cetera Investment Advisers first reported a position in HealthStream in Q3 2025 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.