DWM
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Dogwood Wealth Management’s HealthStream HSTM Stock Holding History

Dogwood Wealth Management’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
2025
Q3 		– Sell
-95
Closed -$2.61K – 775
2025
Q2 		$2.61K Buy
+95
New +$2.81K ﹤0.01% 539

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dogwood Wealth Management's HSTM Position: Q3 2025 in Review

Dogwood Wealth Management sold out of HealthStream (HSTM) in Q3 2025, closing a stake of 95 shares — an estimated $2.61K sold.

Dogwood Wealth Management first reported a position in HSTM in Q2 2025 and held it in 1 quarter. The position peaked at $2.61K in Q2 2025. 200 funds tracked by Wall St. Rank hold HSTM as of Q3 2025.

  • Dogwood Wealth Management reported no remaining HealthStream position as of Q3 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 95 HealthStream shares in Q3 2025, an estimated $2.61K.
  • Dogwood Wealth Management first reported a position in HealthStream in Q2 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's HealthStream position peaked at $2.61K in Q2 2025.
  • 200 funds tracked by Wall St. Rank held HealthStream as of Q3 2025.

Based on Dogwood Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.