CCM
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Coldstream Capital Management’s HealthStream HSTM Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-228
Closed -$7.34K – 2100
2025
Q1 		$7.34K Buy
+228
New +$7.39K ﹤0.01% 2513

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Coldstream Capital Management's HSTM Position: Q2 2025 in Review

Coldstream Capital Management sold out of HealthStream (HSTM) in Q2 2025, closing a stake of 228 shares — an estimated $7.34K sold.

Coldstream Capital Management first reported a position in HSTM in Q1 2025 and held it in 1 quarter. The position peaked at $7.34K in Q1 2025. 201 funds tracked by Wall St. Rank hold HSTM as of Q2 2025.

  • Coldstream Capital Management reported no remaining HealthStream position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 228 HealthStream shares in Q2 2025, an estimated $7.34K.
  • Coldstream Capital Management first reported a position in HealthStream in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's HealthStream position peaked at $7.34K in Q1 2025.
  • 201 funds tracked by Wall St. Rank held HealthStream as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.