FAM
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Formidable Asset Management’s HealthStream HSTM Stock Holding History

Formidable Asset Management’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 		$531K Buy
+19,479
New +$456K 0.08% 225

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

Formidable Asset Management's HSTM Position: Q2 2026 in Review

Formidable Asset Management opened a new position in HealthStream (HSTM) in Q2 2026: 19,479 shares worth $531K. The stake represents 0.08% of the portfolio and ranks #225 among its holdings.

13 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Formidable Asset Management held 19,479 shares of HealthStream worth $531K as of Q2 2026.
  • HealthStream was a new Formidable Asset Management position in Q2 2026.
  • HealthStream made up 0.08% of Formidable Asset Management's portfolio in Q2 2026, its #225 holding.
  • 13 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.