IFP Advisors’s HealthStream HSTM Stock Holding History

IFP 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 Q2	–	Sell	-5	Closed	-$148	–	3304
2025 Q1	$161	Hold	5	–	–	﹤0.01%	3733
2024 Q4	$159	Buy	+5	New	+$154	﹤0.01%	3847
2023 Q1	–	Sell	-215	Closed	-$9K	–	3863
2022 Q4	$9K	Buy	215 +125	+139%	+$3K	﹤0.01%	3450
2022 Q3	$3K	Hold	90	–	–	﹤0.01%	4223
2022 Q2	$3K	Hold	90	–	–	﹤0.01%	3993
2022 Q1	$3K	Buy	+90	New	+$2.04K	﹤0.01%	3993

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

IFP Advisors's HSTM Position: Q2 2025 in Review

IFP Advisors sold out of HealthStream (HSTM) in Q2 2025, closing a stake of 5 shares — an estimated $148 sold.

IFP Advisors first reported a position in HSTM in Q1 2022 and held it in 6 quarters. The position peaked at $9K in Q4 2022. 201 funds tracked by Wall St. Rank hold HSTM as of Q2 2025.

IFP Advisors reported no remaining HealthStream position as of Q2 2025 after selling out during the quarter.
IFP Advisors sold 5 HealthStream shares in Q2 2025, an estimated $148.
IFP Advisors first reported a position in HealthStream in Q1 2022 and held it in 6 quarters.
IFP Advisors's HealthStream position peaked at $9K in Q4 2022.
201 funds tracked by Wall St. Rank held HealthStream as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.