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High Note Wealth’s HealthStream HSTM Stock Holding History

High Note Wealth’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 		$3.9K Buy
+143
New +$3.35K ﹤0.01% 682
2025
Q3 		– Sell
-85
Closed -$2.35K – 931
2025
Q2 		$2.35K Buy
+85
New +$2.51K ﹤0.01% 624

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

High Note Wealth's HSTM Position: Q2 2026 in Review

High Note Wealth opened a new position in HealthStream (HSTM) in Q2 2026: 143 shares worth $3.9K. The stake represents ﹤0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: High Note Wealth previously reported a position in HSTM as recently as Q2 2025.

High Note Wealth first reported a position in HSTM in Q2 2025 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • High Note Wealth held 143 shares of HealthStream worth $3.9K as of Q2 2026.
  • HealthStream was a new High Note Wealth position in Q2 2026.
  • HealthStream made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #682 holding.
  • High Note Wealth first reported a position in HealthStream in Q2 2025 and has held it in 2 quarters since.
  • 219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.