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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
2026
Q2 		$30.8K Buy
+1,131
New +$26.5K ﹤0.01% 2815
2025
Q4 		$4.52K Buy
+196
New +$4.93K ﹤0.01% 3466

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 $3.38T AUM 44.17% 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

Global Retirement Partners's HSTM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in HealthStream (HSTM) in Q2 2026: 1,131 shares worth $30.8K. The stake represents ﹤0.01% of the portfolio and ranks #2815 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HSTM as recently as Q4 2025.

Global Retirement Partners first reported a position in HSTM in Q4 2025 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Global Retirement Partners held 1,131 shares of HealthStream worth $30.8K as of Q2 2026.
  • HealthStream was a new Global Retirement Partners position in Q2 2026.
  • HealthStream made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2815 holding.
  • Global Retirement Partners first reported a position in HealthStream in Q4 2025 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.