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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
Q3 		$47.7K Sell
1,604
-150
-9% -$4.31K ﹤0.01% 3462
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

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's HSTM Position: Q3 2026 in Review

Farther Finance Advisors reduced its HealthStream (HSTM) stake by 8.6% in Q3 2026, selling an estimated $4.31K and leaving 1,604 shares worth $47.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3462.

Farther Finance Advisors first reported a position in HSTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $47.8K in Q2 2026. 9 funds tracked by Wall St. Rank hold HSTM as of Q3 2026.

  • Farther Finance Advisors held 1,604 shares of HealthStream worth $47.7K as of Q3 2026.
  • Farther Finance Advisors sold 150 HealthStream shares in Q3 2026, an estimated $4.31K.
  • HealthStream made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3462 holding.
  • Farther Finance Advisors first reported a position in HealthStream in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's HealthStream position peaked at $47.8K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held HealthStream as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.