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HRT Financial’s HealthStream HSTM Stock Holding History

HRT Financial’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 		– Sell
-195,023
Closed -$4.04M – 4699
2026
Q1 		$4.04M Buy
195,023
+125,538
+181% +$2.67M 0.01% 1134
2025
Q4 		$1.6M Buy
69,485
+47,794
+220% +$1.2M 0.01% 1441
2025
Q3 		$612K Buy
+21,691
New +$596K ﹤0.01% 1774
2025
Q2 		– Sell
-22,124
Closed -$711K – 3024
2025
Q1 		$711K Buy
22,124
+6,502
+42% +$211K ﹤0.01% 1290
2024
Q4 		$496K Sell
15,622
-3,640
-19% -$112K ﹤0.01% 1441
2024
Q3 		$555K Sell
19,262
-4,340
-18% -$124K ﹤0.01% 1541
2024
Q2 		$658K Buy
23,602
+6,637
+39% +$177K ﹤0.01% 1177
2024
Q1 		$452K Buy
16,965
+6,923
+69% +$185K ﹤0.01% 1321
2023
Q4 		$271K Buy
10,042
+106
+1% +$2.63K ﹤0.01% 1659
2023
Q3 		$214K Buy
+9,936
New +$219K ﹤0.01% 1802
2023
Q2 		– Sell
-17,412
Closed -$471K – 2800
2023
Q1 		$471K Buy
+17,412
New +$434K 0.01% 1431
2022
Q4 		– Sell
-21,852
Closed -$464K – 2751
2022
Q3 		$464K Sell
21,852
-7,687
-26% -$175K 0.01% 1674
2022
Q2 		$641K Buy
+29,539
New +$589K 0.01% 1310
2022
Q1 		– Sell
-8,295
Closed -$218K – 3412
2021
Q4 		$218K Sell
8,295
-8,563
-51% -$227K ﹤0.01% 2475
2021
Q3 		$481K Buy
16,858
+2,863
+20% +$83.6K ﹤0.01% 2029
2021
Q2 		$391K Buy
+13,995
New +$352K ﹤0.01% 1972

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

HRT Financial's HSTM Position: Q2 2026 in Review

HRT Financial sold out of HealthStream (HSTM) in Q2 2026, closing a stake of 195,023 shares — an estimated $4.04M sold.

HRT Financial first reported a position in HSTM in Q2 2021 and held it in 16 quarters. The position peaked at $4.04M in Q1 2026. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • HRT Financial reported no remaining HealthStream position as of Q2 2026 after selling out during the quarter.
  • HRT Financial sold 195,023 HealthStream shares in Q2 2026, an estimated $4.04M.
  • HRT Financial first reported a position in HealthStream in Q2 2021 and held it in 16 quarters.
  • HRT Financial's HealthStream position peaked at $4.04M in Q1 2026.
  • 219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.