Cetera Investment Advisers
HSTM icon

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
Q2 		$728K Sell
26,701
-2,985
-10% -$69.9K ﹤0.01% 3345
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers's HSTM Position: Q2 2026 in Review

Cetera Investment Advisers reduced its HealthStream (HSTM) stake by 10% in Q2 2026, selling an estimated $69.9K and leaving 26,701 shares worth $728K. The position accounts for ﹤0.01% of the portfolio, ranked #3345.

Cetera Investment Advisers first reported a position in HSTM in Q3 2025 and has held it in 4 quarters since. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Cetera Investment Advisers held 26,701 shares of HealthStream worth $728K as of Q2 2026.
  • Cetera Investment Advisers sold 2,985 HealthStream shares in Q2 2026, an estimated $69.9K.
  • HealthStream made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3345 holding.
  • Cetera Investment Advisers first reported a position in HealthStream in Q3 2025 and has held it in 4 quarters since.
  • 218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.