Cullen/Frost Bankers’s HealthStream HSTM Stock Holding History

Cullen/Frost Bankers’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	–	Hold	0	–	–	–	1409
2026 Q1	–	Hold	0	–	–	–	1386
2025 Q4	–	Hold	0	–	–	–	1456
2025 Q3	–	Hold	0	–	–	–	1321
2025 Q2	–	Sell	-188	Closed	-$5.56K	–	1297
2025 Q1	$6.06K	Buy	188 +38	+25%	+$1.23K	﹤0.01%	1017
2024 Q4	$4.78K	Buy	150 +24	+19%	+$741	﹤0.01%	1013
2024 Q3	$3.64K	Buy	126 +22	+21%	+$630	﹤0.01%	1043
2024 Q2	$2.9K	Buy	+104	New	+$2.77K	﹤0.01%	1046

Other funds holding HSTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cullen/Frost Bankers's HSTM Position: Q2 2026 in Review

Cullen/Frost Bankers held its HealthStream (HSTM) position steady in Q2 2026 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Cullen/Frost Bankers first reported a position in HSTM in Q2 2024 and has held it in 4 quarters since. The position peaked at $6.06K in Q1 2025. 83 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Cullen/Frost Bankers held 0 shares of HealthStream worth $1 as of Q2 2026.
Cullen/Frost Bankers left its HealthStream share count unchanged in Q2 2026.
HealthStream made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #1409 holding.
Cullen/Frost Bankers first reported a position in HealthStream in Q2 2024 and has held it in 4 quarters since.
Cullen/Frost Bankers's HealthStream position peaked at $6.06K in Q1 2025.
83 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.