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EverSource Wealth Advisors’s HealthStream HSTM Stock Holding History

EverSource Wealth Advisors’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 		$31.6K Buy
1,161
+992
+587% +$23.2K ﹤0.01% 2100
2026
Q1 		$3.5K Buy
169
+143
+550% +$3.04K ﹤0.01% 3426
2025
Q4 		$600 Sell
26
-354
-93% -$8.9K ﹤0.01% 3832
2025
Q3 		$10.7K Buy
380
+32
+9% +$880 ﹤0.01% 2789
2025
Q2 		$9.63K Buy
348
+295
+557% +$8.72K ﹤0.01% 2830
2025
Q1 		$1.71K Buy
53
+26
+96% +$843 ﹤0.01% 2992
2024
Q4 		$859 Buy
+27
New +$833 ﹤0.01% 3018

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 $3.37T AUM 44.26% 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

EverSource Wealth Advisors's HSTM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its HealthStream (HSTM) stake by 587% in Q2 2026, buying an estimated $23.2K and bringing the position to 1,161 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

EverSource Wealth Advisors first reported a position in HSTM in Q4 2024 and has held it in 7 quarters since. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • EverSource Wealth Advisors held 1,161 shares of HealthStream worth $31.6K as of Q2 2026.
  • EverSource Wealth Advisors bought 992 HealthStream shares in Q2 2026, an estimated $23.2K.
  • HealthStream made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2100 holding.
  • EverSource Wealth Advisors first reported a position in HealthStream in Q4 2024 and has held it in 7 quarters since.
  • 219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.