Evolve Private Wealth’s HealthStream HSTM Stock Holding History

Evolve Private Wealth’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 Q1	–	Sell	-17,263	Closed	-$398K	–	1025
2025 Q4	$398K	Buy	+17,263	New	+$434K	0.02%	622

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evolve Private Wealth's HSTM Position: Q1 2026 in Review

Evolve Private Wealth sold out of HealthStream (HSTM) in Q1 2026, closing a stake of 17,263 shares — an estimated $398K sold.

Evolve Private Wealth first reported a position in HSTM in Q4 2025 and held it in 1 quarter. The position peaked at $398K in Q4 2025. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

Evolve Private Wealth reported no remaining HealthStream position as of Q1 2026 after selling out during the quarter.
Evolve Private Wealth sold 17,263 HealthStream shares in Q1 2026, an estimated $398K.
Evolve Private Wealth first reported a position in HealthStream in Q4 2025 and held it in 1 quarter.
Evolve Private Wealth's HealthStream position peaked at $398K in Q4 2025.
197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.