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 Q2	$7.79M	Buy	285,852 +67,666	+31%	+$1.58M	﹤0.01%	1067
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning's HSTM Position: Q2 2026 in Review

Creative Planning increased its HealthStream (HSTM) stake by 31% in Q2 2026, buying an estimated $1.58M and bringing the position to 285,852 shares worth $7.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Creative Planning first reported a position in HSTM in Q3 2013 and has held it in 12 quarters since. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Creative Planning held 285,852 shares of HealthStream worth $7.79M as of Q2 2026.
Creative Planning bought 67,666 HealthStream shares in Q2 2026, an estimated $1.58M.
HealthStream made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1067 holding.
Creative Planning first reported a position in HealthStream in Q3 2013 and has held it in 12 quarters since.
219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.