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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Planning Group's HSTM Position: Q1 2026 in Review

Cornerstone Planning Group increased its HealthStream (HSTM) stake by 81% in Q1 2026, buying an estimated $5.6K and bringing the position to 586 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Cornerstone Planning Group first reported a position in HSTM in Q2 2024 and has held it in 5 quarters since. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Cornerstone Planning Group held 586 shares of HealthStream worth $14.3K as of Q1 2026.
  • Cornerstone Planning Group bought 263 HealthStream shares in Q1 2026, an estimated $5.6K.
  • HealthStream made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #789 holding.
  • Cornerstone Planning Group first reported a position in HealthStream in Q2 2024 and has held it in 5 quarters since.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.