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Gilpin Wealth Management’s HealthStream HSTM Stock Holding History

Gilpin Wealth 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 		$273 Sell
10
-2
-17% -$47 ﹤0.01% 849
2026
Q1 		$249 Buy
12
+7
+140% +$149 ﹤0.01% 804
2025
Q4 		$116 Buy
+5
New +$126 ﹤0.01% 800

Other funds holding HSTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gilpin Wealth Management's HSTM Position: Q2 2026 in Review

Gilpin Wealth Management reduced its HealthStream (HSTM) stake by 17% in Q2 2026, selling an estimated $47 and leaving 10 shares worth $273. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Gilpin Wealth Management first reported a position in HSTM in Q4 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Gilpin Wealth Management held 10 shares of HealthStream worth $273 as of Q2 2026.
  • Gilpin Wealth Management sold 2 HealthStream shares in Q2 2026, an estimated $47.
  • HealthStream made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #849 holding.
  • Gilpin Wealth Management first reported a position in HealthStream in Q4 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.