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Essential Partners’s HealthStream HSTM Stock Holding History

Essential Partners’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 		$3.76K Sell
138
-1,086
-89% -$25.4K ﹤0.01% 1674
2026
Q1 		$25.3K Buy
+1,224
New +$26.1K 0.01% 838
2025
Q3 		– Sell
-11
Closed -$304 – 2724
2025
Q2 		$304 Buy
+11
New +$325 ﹤0.01% 1840

Other funds holding HSTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Essential Partners's HSTM Position: Q2 2026 in Review

Essential Partners reduced its HealthStream (HSTM) stake by 89% in Q2 2026, selling an estimated $25.4K and leaving 138 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Essential Partners first reported a position in HSTM in Q2 2025 and has held it in 3 quarters since. The position peaked at $25.3K in Q1 2026. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Essential Partners held 138 shares of HealthStream worth $3.76K as of Q2 2026.
  • Essential Partners sold 1,086 HealthStream shares in Q2 2026, an estimated $25.4K.
  • HealthStream made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1674 holding.
  • Essential Partners first reported a position in HealthStream in Q2 2025 and has held it in 3 quarters since.
  • Essential Partners's HealthStream position peaked at $25.3K in Q1 2026.
  • 218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.