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Cornerstone Planning Group’s HealthStream HSTM Stock Holding History

Cornerstone Planning Group’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 		$15.8K Hold
586
– – ﹤0.01% 740
2026
Q1 		$14.3K Buy
586
+263
+81% +$5.6K ﹤0.01% 789
2025
Q4 		$7.02K Sell
323
-46
-12% -$1.16K ﹤0.01% 882
2025
Q3 		$9.06K Buy
+369
New +$10.1K ﹤0.01% 802
2025
Q2 		– Sell
-75
Closed -$2.44K – 1603
2025
Q1 		$2.44K Buy
+75
New +$2.43K ﹤0.01% 938
2024
Q3 		– Sell
-53
Closed -$1.49K – 1323
2024
Q2 		$1.49K Buy
+53
New +$1.41K ﹤0.01% 850

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

Cornerstone Planning Group's HSTM Position: Q2 2026 in Review

Cornerstone Planning Group held its HealthStream (HSTM) position steady in Q2 2026 at 586 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Cornerstone Planning Group first reported a position in HSTM in Q2 2024 and has held it in 6 quarters since. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Cornerstone Planning Group held 586 shares of HealthStream worth $15.8K as of Q2 2026.
  • Cornerstone Planning Group left its HealthStream share count unchanged in Q2 2026.
  • HealthStream made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #740 holding.
  • Cornerstone Planning Group first reported a position in HealthStream in Q2 2024 and has held it in 6 quarters since.
  • 219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.