HighTower Advisors
HSTM icon

HighTower Advisors’s HealthStream HSTM Stock Holding History

HighTower Advisors’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
Q1 		– Sell
-13,028
Closed -$414K – 3882
2024
Q4 		$414K Sell
13,028
-405
-3% -$12.5K ﹤0.01% 2625
2024
Q3 		$393K Sell
13,433
-456
-3% -$13.1K ﹤0.01% 2600
2024
Q2 		$396K Sell
13,889
-221
-2% -$5.89K ﹤0.01% 2494
2024
Q1 		$378K Sell
14,110
-1,676
-11% -$44.8K ﹤0.01% 2497
2023
Q4 		$433K Sell
15,786
-100
-0.6% -$2.48K ﹤0.01% 2420
2023
Q3 		$351K Buy
+15,886
New +$351K ﹤0.01% 2471
2023
Q2 		– Sell
-7,757
Closed -$220K – 3549
2023
Q1 		$220K Sell
7,757
-115
-1% -$2.87K ﹤0.01% 2687
2022
Q4 		$201K Buy
+7,872
New +$189K ﹤0.01% 2776

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

HighTower Advisors's HSTM Position: Q1 2025 in Review

HighTower Advisors sold out of HealthStream (HSTM) in Q1 2025, closing a stake of 13,028 shares — an estimated $414K sold.

HighTower Advisors first reported a position in HSTM in Q4 2022 and held it in 8 quarters. The position peaked at $433K in Q4 2023. 211 funds tracked by Wall St. Rank hold HSTM as of Q1 2025.

  • HighTower Advisors reported no remaining HealthStream position as of Q1 2025 after selling out during the quarter.
  • HighTower Advisors sold 13,028 HealthStream shares in Q1 2025, an estimated $414K.
  • HighTower Advisors first reported a position in HealthStream in Q4 2022 and held it in 8 quarters.
  • HighTower Advisors's HealthStream position peaked at $433K in Q4 2023.
  • 211 funds tracked by Wall St. Rank held HealthStream as of Q1 2025.

Based on HighTower Advisors's 13F filing for Q1 2025, filed 13 May 2025.