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Hillsdale Investment Management’s HealthStream HSTM Stock Holding History

Hillsdale Investment 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 		$1.19M Buy
+43,839
New +$1.03M 0.03% 373
2025
Q2 		– Sell
-161,651
Closed -$5.2M – 665
2025
Q1 		$5.2M Buy
161,651
+5,400
+3% +$175K 0.26% 64
2024
Q4 		$4.97M Sell
156,251
-25,930
-14% -$800K 0.25% 81
2024
Q3 		$5.25M Buy
182,181
+1,300
+0.7% +$37.2K 0.4% 64
2024
Q2 		$5.05M Sell
180,881
-8,000
-4% -$213K 0.4% 61
2024
Q1 		$5.04M Buy
188,881
+15,150
+9% +$405K 0.4% 72
2023
Q4 		$4.7M Sell
173,731
-600
-0.3% -$14.9K 0.38% 70
2023
Q3 		$3.76M Buy
174,331
+13,691
+9% +$302K 0.34% 106
2023
Q2 		$3.95M Sell
160,640
-67,560
-30% -$1.68M 0.36% 113
2023
Q1 		$6.18M Hold
228,200
– – 0.53% 44
2022
Q4 		$5.67M Buy
228,200
+194,400
+575% +$4.66M 0.48% 52
2022
Q3 		$719K Buy
+33,800
New +$769K 0.07% 234
2020
Q4 		– Sell
-81,399
Closed -$1.63M – 623
2020
Q3 		$1.63M Sell
81,399
-13,701
-14% -$291K 0.16% 158
2020
Q2 		$2.1M Hold
95,100
– – 0.19% 159
2020
Q1 		$2.28M Buy
+95,100
New +$2.39M 0.27% 114

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

Hillsdale Investment Management's HSTM Position: Q2 2026 in Review

Hillsdale Investment Management opened a new position in HealthStream (HSTM) in Q2 2026: 43,839 shares worth $1.19M. The stake represents 0.03% of the portfolio and ranks #373 among its holdings. This is a return to the name: Hillsdale Investment Management previously reported a position in HSTM as recently as Q1 2025.

Hillsdale Investment Management first reported a position in HSTM in Q1 2020 and has held it in 15 quarters since. The position peaked at $6.18M in Q1 2023. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Hillsdale Investment Management held 43,839 shares of HealthStream worth $1.19M as of Q2 2026.
  • HealthStream was a new Hillsdale Investment Management position in Q2 2026.
  • HealthStream made up 0.03% of Hillsdale Investment Management's portfolio in Q2 2026, its #373 holding.
  • Hillsdale Investment Management first reported a position in HealthStream in Q1 2020 and has held it in 15 quarters since.
  • Hillsdale Investment Management's HealthStream position peaked at $6.18M in Q1 2023.
  • 218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.