Covestor
HSTM icon

Covestor’s HealthStream HSTM Stock Holding History

Covestor’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 		$10K Buy
330
+288
+686% +$8.27K 0.01% 1456
2026
Q2 		$1K Sell
42
-306
-88% -$7.16K ﹤0.01% 2191
2026
Q1 		$8K Buy
348
+33
+10% +$703 0.01% 1566
2025
Q4 		$7K Buy
315
+3
+1% +$75 ﹤0.01% 1775
2025
Q3 		$9K Sell
312
-25
-7% -$687 0.01% 1662
2025
Q2 		$9K Sell
337
-56
-14% -$1.66K 0.01% 1635
2025
Q1 		$13K Buy
393
+17
+5% +$551 0.01% 1349
2024
Q4 		$12K Sell
376
-12
-3% -$370 0.01% 1426
2024
Q3 		$12K Sell
388
-8
-2% -$229 0.01% 1437
2024
Q2 		$11K Buy
396
+364
+1,138% +$9.7K 0.01% 1466
2024
Q1 		$1K Buy
32
+16
+100% +$428 ﹤0.01% 1997
2023
Q4 		$0 Hold
16
– – ﹤0.01% 2373
2023
Q3 		$0 Buy
16
+2
+14% +$44 ﹤0.01% 2358
2023
Q2 		$0 Sell
14
-2
-13% -$50 ﹤0.01% 2354
2023
Q1 		$0 Hold
16
– – ﹤0.01% 2264
2022
Q4 		$0 Buy
16
+1
+7% +$24 ﹤0.01% 2284
2022
Q3 		$0 Buy
+15
New +$341 ﹤0.01% 2250

Other funds holding HSTM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Covestor's HSTM Position: Q3 2026 in Review

Covestor increased its HealthStream (HSTM) stake by 686% in Q3 2026, buying an estimated $8.27K and bringing the position to 330 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1456.

Covestor first reported a position in HSTM in Q3 2022 and has held it in 17 quarters since. The position peaked at $13K in Q1 2025. 171 funds tracked by Wall St. Rank hold HSTM as of Q3 2026.

  • Covestor held 330 shares of HealthStream worth $10K as of Q3 2026.
  • Covestor bought 288 HealthStream shares in Q3 2026, an estimated $8.27K.
  • HealthStream made up 0.01% of Covestor's portfolio in Q3 2026, its #1456 holding.
  • Covestor first reported a position in HealthStream in Q3 2022 and has held it in 17 quarters since.
  • Covestor's HealthStream position peaked at $13K in Q1 2025.
  • 171 funds tracked by Wall St. Rank held HealthStream as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.