Copeland Capital Management’s HealthStream HSTM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.4M	Buy	1,276,739 +389,186	+44%	+$8.29M	0.59%	66
2025 Q4	$20.5M	Buy	887,553 +51,470	+6%	+$1.29M	0.46%	90
2025 Q3	$23.6M	Sell	836,083 -46,867	-5%	-$1.29M	0.49%	85
2025 Q2	$24.4M	Buy	882,950 +119,260	+16%	+$3.52M	0.5%	82
2025 Q1	$24.6M	Buy	763,690 +384,384	+101%	+$12.5M	0.49%	80
2024 Q4	$12.1M	Buy	379,306 +377,134	+17,363%	+$11.6M	0.22%	113
2024 Q3	$62.6K	Buy	+2,172	New	+$62.2K	﹤0.01%	158
2024 Q2	–	Sell	-1,470	Closed	-$39.2K	–	192
2024 Q1	$39.2K	Buy	1,470 +19	+1%	+$508	﹤0.01%	166
2023 Q4	$39.2K	Hold	1,451	–	–	﹤0.01%	150
2023 Q3	$31.3K	Buy	1,451 +403	+38%	+$8.9K	﹤0.01%	165
2023 Q2	$25.7K	Buy	+1,048	New	+$26K	﹤0.01%	189