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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
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 $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

Covestor's HSTM Position: Q1 2026 in Review

Covestor increased its HealthStream (HSTM) stake by 10% in Q1 2026, buying an estimated $703 and bringing the position to 348 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #1566.

Covestor first reported a position in HSTM in Q3 2022 and has held it in 15 quarters since. The position peaked at $13K in Q1 2025. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Covestor held 348 shares of HealthStream worth $8K as of Q1 2026.
  • Covestor bought 33 HealthStream shares in Q1 2026, an estimated $703.
  • HealthStream made up 0.01% of Covestor's portfolio in Q1 2026, its #1566 holding.
  • Covestor first reported a position in HealthStream in Q3 2022 and has held it in 15 quarters since.
  • Covestor's HealthStream position peaked at $13K in Q1 2025.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.