Corient Private Wealth
HSTM icon

Corient Private Wealth’s HealthStream HSTM Stock Holding History

Corient Private Wealth’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 		$362K Sell
13,290
-2,243
-14% -$52.5K ﹤0.01% 2433
2026
Q1 		$322K Buy
+15,533
New +$331K ﹤0.01% 2287

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

Corient Private Wealth's HSTM Position: Q2 2026 in Review

Corient Private Wealth reduced its HealthStream (HSTM) stake by 14% in Q2 2026, selling an estimated $52.5K and leaving 13,290 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #2433.

Corient Private Wealth first reported a position in HSTM in Q1 2026 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Corient Private Wealth held 13,290 shares of HealthStream worth $362K as of Q2 2026.
  • Corient Private Wealth sold 2,243 HealthStream shares in Q2 2026, an estimated $52.5K.
  • HealthStream made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2433 holding.
  • Corient Private Wealth first reported a position in HealthStream in Q1 2026 and has held it in 2 quarters since.
  • 219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.