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Diversified Trust’s HealthStream HSTM Stock Holding History

Diversified Trust’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 		$460K Buy
16,868
+3,151
+23% +$73.8K 0.01% 783
2026
Q1 		$284K Buy
13,717
+1,480
+12% +$31.5K 0.01% 864
2025
Q4 		$282K Buy
12,237
+1,335
+12% +$33.6K 0.01% 849
2025
Q3 		$308K Buy
10,902
+2
+0% +$55 0.01% 795
2025
Q2 		$302K Buy
10,900
+1,726
+19% +$51K 0.01% 756
2025
Q1 		$295K Buy
9,174
+441
+5% +$14.3K 0.01% 738
2024
Q4 		$278K Buy
8,733
+1,486
+21% +$45.9K 0.01% 764
2024
Q3 		$209K Hold
7,247
– – 0.01% 825
2024
Q2 		$202K Sell
7,247
-750
-9% -$20K 0.01% 787
2024
Q1 		$213K Buy
+7,997
New +$214K 0.01% 738
2023
Q3 		– Sell
-16,035
Closed -$394K – 876
2023
Q2 		$394K Hold
16,035
– – 0.01% 543
2023
Q1 		$435K Buy
16,035
+1,492
+10% +$37.2K 0.02% 511
2022
Q4 		$361K Hold
14,543
– – 0.02% 515
2022
Q3 		$309K Sell
14,543
-1,439
-9% -$32.7K 0.01% 532
2022
Q2 		$347K Sell
15,982
-24
-0.1% -$479 0.01% 520
2022
Q1 		$319K Hold
16,006
– – 0.01% 597
2021
Q4 		$422K Buy
16,006
+2,169
+16% +$57.4K 0.01% 511
2021
Q3 		$395K Buy
13,837
+1,366
+11% +$39.9K 0.01% 479
2021
Q2 		$348K Buy
12,471
+2,678
+27% +$67.3K 0.01% 501
2021
Q1 		$219K Buy
+9,793
New +$233K 0.01% 662
2013
Q4 		$573K Sell
17,574
-1,940
-10% -$66.3K 0.06% 299
2013
Q3 		$739K Buy
+19,514
New +$636K 0.08% 255

Other funds holding HSTM

AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

Diversified Trust's HSTM Position: Q2 2026 in Review

Diversified Trust increased its HealthStream (HSTM) stake by 23% in Q2 2026, buying an estimated $73.8K and bringing the position to 16,868 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #783.

Diversified Trust first reported a position in HSTM in Q3 2013 and has held it in 22 quarters since. The position peaked at $739K in Q3 2013. 11 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Diversified Trust held 16,868 shares of HealthStream worth $460K as of Q2 2026.
  • Diversified Trust bought 3,151 HealthStream shares in Q2 2026, an estimated $73.8K.
  • HealthStream made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #783 holding.
  • Diversified Trust first reported a position in HealthStream in Q3 2013 and has held it in 22 quarters since.
  • Diversified Trust's HealthStream position peaked at $739K in Q3 2013.
  • 11 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.