FFA
HSTM icon

Farther Finance Advisors’s HealthStream HSTM Stock Holding History

Farther Finance 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 		$47.8K Buy
1,754
+1,600
+1,039% +$37.5K ﹤0.01% 3281
2026
Q1 		$3.14K Buy
154
+135
+711% +$2.88K ﹤0.01% 4718
2025
Q4 		$438 Buy
19
+3
+19% +$75 ﹤0.01% 5075
2025
Q3 		$452 Sell
16
-124
-89% -$3.41K ﹤0.01% 4568
2025
Q2 		$3.87K Hold
140
– – ﹤0.01% 3459
2025
Q1 		$4.52K Hold
140
– – ﹤0.01% 3106
2024
Q4 		$4.45K Hold
140
– – ﹤0.01% 2721
2024
Q3 		$4.04K Buy
140
+5
+4% +$143 ﹤0.01% 2733
2024
Q2 		$3.72K Buy
+135
New +$3.6K ﹤0.01% 2528
2024
Q1 		– Sell
-1
Closed -$27 – 3654
2023
Q4 		$27 Buy
+1
New +$25 ﹤0.01% 3437

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
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 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

Farther Finance Advisors's HSTM Position: Q2 2026 in Review

Farther Finance Advisors increased its HealthStream (HSTM) stake by 1,039% in Q2 2026, buying an estimated $37.5K and bringing the position to 1,754 shares worth $47.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3281.

Farther Finance Advisors first reported a position in HSTM in Q4 2023 and has held it in 10 quarters since. 13 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Farther Finance Advisors held 1,754 shares of HealthStream worth $47.8K as of Q2 2026.
  • Farther Finance Advisors bought 1,600 HealthStream shares in Q2 2026, an estimated $37.5K.
  • HealthStream made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3281 holding.
  • Farther Finance Advisors first reported a position in HealthStream in Q4 2023 and has held it in 10 quarters since.
  • 13 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.