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Global Retirement Partners’s HealthStream HSTM Stock Holding History

Global Retirement Partners’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 		$4.52K Buy
+196
New +$4.93K ﹤0.01% 3466

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
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

Global Retirement Partners's HSTM Position: Q4 2025 in Review

Global Retirement Partners opened a new position in HealthStream (HSTM) in Q4 2025: 196 shares worth $4.52K. The stake represents ﹤0.01% of the portfolio and ranks #3466 among its holdings.

191 funds tracked by Wall St. Rank hold HSTM as of Q4 2025.

  • Global Retirement Partners held 196 shares of HealthStream worth $4.52K as of Q4 2025.
  • HealthStream was a new Global Retirement Partners position in Q4 2025.
  • HealthStream made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3466 holding.
  • 191 funds tracked by Wall St. Rank held HealthStream as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.