First Horizon Advisors’s HealthStream HSTM Stock Holding History

First Horizon 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
2025 Q2	$23.2K	Sell	837 -219	-21%	-$6.47K	﹤0.01%	1360
2025 Q1	$34K	Buy	1,056 +527	+100%	+$17.1K	﹤0.01%	1099
2024 Q4	$16.8K	Buy	529 +179	+51%	+$5.52K	﹤0.01%	1400
2024 Q3	$10.1K	Hold	350	–	–	﹤0.01%	1602
2024 Q2	$9.77K	Hold	350	–	–	﹤0.01%	1545
2024 Q1	$9.33K	Buy	+350	New	+$9.36K	﹤0.01%	1611
2023 Q2	–	Sell	-310	Closed	-$8.4K	–	2485
2023 Q1	$8.4K	Buy	+310	New	+$7.73K	﹤0.01%	1618
2020 Q1	–	Sell	-481	Closed	-$13K	–	1460
2019 Q4	$13K	Hold	481	–	–	﹤0.01%	1001
2019 Q3	$12K	Buy	481 +110	+30%	+$2.95K	﹤0.01%	1020
2019 Q2	$9K	Hold	371	–	–	﹤0.01%	1108
2019 Q1	$10K	Hold	371	–	–	﹤0.01%	1055
2018 Q4	$8K	Hold	371	–	–	﹤0.01%	1086
2018 Q3	$11K	Hold	371	–	–	﹤0.01%	1064
2018 Q2	$10K	Hold	371	–	–	﹤0.01%	1112
2018 Q1	$9K	Buy	371 +14	+4%	+$336	﹤0.01%	1034
2017 Q4	$8K	Buy	357 +109	+44%	+$2.57K	﹤0.01%	1096
2017 Q3	$6K	Hold	248	–	–	﹤0.01%	1151
2017 Q2	$5K	Sell	248 -11	-4%	-$302	﹤0.01%	1163
2017 Q1	$7K	Buy	259 +66	+34%	+$1.54K	﹤0.01%	1122
2016 Q4	$5K	Hold	193	–	–	﹤0.01%	1154
2016 Q3	$5K	Hold	193	–	–	﹤0.01%	1145
2016 Q2	$5K	Hold	193	–	–	﹤0.01%	1112
2016 Q1	$4K	Hold	193	–	–	﹤0.01%	1173
2015 Q4	$4K	Buy	193 +94	+95%	+$2.19K	﹤0.01%	1085
2015 Q3	$2K	Hold	99	–	–	﹤0.01%	1294
2015 Q2	$3K	Buy	+99	New	+$2.83K	﹤0.01%	1276

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

PAIM

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

First Horizon Advisors's HSTM Position: Q2 2025 in Review

First Horizon Advisors reduced its HealthStream (HSTM) stake by 21% in Q2 2025, selling an estimated $6.47K and leaving 837 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

First Horizon Advisors first reported a position in HSTM in Q2 2015 and has held it in 26 quarters since. The position peaked at $34K in Q1 2025. 201 funds tracked by Wall St. Rank hold HSTM as of Q2 2025.

First Horizon Advisors held 837 shares of HealthStream worth $23.2K as of Q2 2025.
First Horizon Advisors sold 219 HealthStream shares in Q2 2025, an estimated $6.47K.
HealthStream made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1360 holding.
First Horizon Advisors first reported a position in HealthStream in Q2 2015 and has held it in 26 quarters since.
First Horizon Advisors's HealthStream position peaked at $34K in Q1 2025.
201 funds tracked by Wall St. Rank held HealthStream as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.