Cornerstone Planning Group
HSTM icon

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
Q3 		– Sell
-586
Closed -$15.8K – 850
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

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Cornerstone Planning Group's HSTM Position: Q3 2026 in Review

Cornerstone Planning Group sold out of HealthStream (HSTM) in Q3 2026, closing a stake of 586 shares — an estimated $15.8K sold.

Cornerstone Planning Group first reported a position in HSTM in Q2 2024 and held it in 6 quarters. The position peaked at $15.8K in Q2 2026. 31 funds tracked by Wall St. Rank hold HSTM as of Q3 2026.

  • Cornerstone Planning Group reported no remaining HealthStream position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 586 HealthStream shares in Q3 2026, an estimated $15.8K.
  • Cornerstone Planning Group first reported a position in HealthStream in Q2 2024 and held it in 6 quarters.
  • Cornerstone Planning Group's HealthStream position peaked at $15.8K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held HealthStream as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.