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Continuum Advisory’s HealthStream HSTM Stock Holding History

Continuum Advisory’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
-71
Closed -$2.29K – 920
2025
Q1 		$2.29K Sell
71
-5
-7% -$162 ﹤0.01% 1312
2024
Q4 		$2.42K Buy
76
+26
+52% +$802 ﹤0.01% 1359
2024
Q3 		$1.6K Hold
50
– – ﹤0.01% 1510
2024
Q2 		$1.4K Hold
50
– – ﹤0.01% 1396
2024
Q1 		$1.36K Buy
+50
New +$1.34K ﹤0.01% 1402

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

Continuum Advisory's HSTM Position: Q2 2025 in Review

Continuum Advisory sold out of HealthStream (HSTM) in Q2 2025, closing a stake of 71 shares — an estimated $2.29K sold.

Continuum Advisory first reported a position in HSTM in Q1 2024 and held it in 5 quarters. The position peaked at $2.42K in Q4 2024. 201 funds tracked by Wall St. Rank hold HSTM as of Q2 2025.

  • Continuum Advisory reported no remaining HealthStream position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 71 HealthStream shares in Q2 2025, an estimated $2.29K.
  • Continuum Advisory first reported a position in HealthStream in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's HealthStream position peaked at $2.42K in Q4 2024.
  • 201 funds tracked by Wall St. Rank held HealthStream as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.