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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
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 $6.73T 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

Covestor's HSTM Position: Q2 2026 in Review

Covestor reduced its HealthStream (HSTM) stake by 88% in Q2 2026, selling an estimated $7.16K and leaving 42 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

Covestor first reported a position in HSTM in Q3 2022 and has held it in 16 quarters since. The position peaked at $13K in Q1 2025. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Covestor held 42 shares of HealthStream worth $1K as of Q2 2026.
  • Covestor sold 306 HealthStream shares in Q2 2026, an estimated $7.16K.
  • HealthStream made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2191 holding.
  • Covestor first reported a position in HealthStream in Q3 2022 and has held it in 16 quarters since.
  • Covestor's HealthStream position peaked at $13K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.