Creative Planning
HSTM icon

Creative Planning’s HealthStream HSTM Stock Holding History

Creative Planning’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 		$4.52M Buy
218,186
+158,924
+268% +$3.38M ﹤0.01% 1287
2025
Q4 		$1.37M Buy
59,262
+25,185
+74% +$633K ﹤0.01% 2031
2025
Q3 		$962K Buy
34,077
+21,466
+170% +$590K ﹤0.01% 2151
2025
Q2 		$349K Sell
12,611
-10,714
-46% -$317K ﹤0.01% 2770
2025
Q1 		$751K Sell
23,325
-2,236
-9% -$72.5K ﹤0.01% 1953
2024
Q4 		$813K Buy
25,561
+9,717
+61% +$300K ﹤0.01% 1812
2024
Q3 		$457K Buy
15,844
+5,368
+51% +$154K ﹤0.01% 2184
2024
Q2 		$292K Buy
10,476
+1,849
+21% +$49.3K ﹤0.01% 2366
2024
Q1 		$230K Buy
8,627
+736
+9% +$19.7K ﹤0.01% 2464
2023
Q4 		$213K Buy
+7,891
New +$196K ﹤0.01% 2369
2013
Q4 		– Sell
-391
Closed -$15K – 3377
2013
Q3 		$15K Buy
+391
New +$12.8K ﹤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

Creative Planning's HSTM Position: Q1 2026 in Review

Creative Planning increased its HealthStream (HSTM) stake by 268% in Q1 2026, buying an estimated $3.38M and bringing the position to 218,186 shares worth $4.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Creative Planning first reported a position in HSTM in Q3 2013 and has held it in 11 quarters since. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Creative Planning held 218,186 shares of HealthStream worth $4.52M as of Q1 2026.
  • Creative Planning bought 158,924 HealthStream shares in Q1 2026, an estimated $3.38M.
  • HealthStream made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1287 holding.
  • Creative Planning first reported a position in HealthStream in Q3 2013 and has held it in 11 quarters since.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.