Financial Consulate’s HealthStream HSTM Stock Holding History

Financial Consulate’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
2025 Q4	–	Sell	-18	Closed	-$509	–	1400
2025 Q3	$509	Buy	+18	New	+$495	﹤0.01%	995

Other funds holding HSTM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

CCM

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Financial Consulate's HSTM Position: Q4 2025 in Review

Financial Consulate sold out of HealthStream (HSTM) in Q4 2025, closing a stake of 18 shares — an estimated $509 sold.

Financial Consulate first reported a position in HSTM in Q3 2025 and held it in 1 quarter. The position peaked at $509 in Q3 2025. 191 funds tracked by Wall St. Rank hold HSTM as of Q4 2025.

Financial Consulate reported no remaining HealthStream position as of Q4 2025 after selling out during the quarter.
Financial Consulate sold 18 HealthStream shares in Q4 2025, an estimated $509.
Financial Consulate first reported a position in HealthStream in Q3 2025 and held it in 1 quarter.
Financial Consulate's HealthStream position peaked at $509 in Q3 2025.
191 funds tracked by Wall St. Rank held HealthStream as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.