Johnson Financial Group Inc (Wisconsin)’s HealthStream HSTM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-6,230	Closed	-$200K	–	797
2025 Q1	$200K	Buy	+6,230	New	+$202K	0.01%	352
2024 Q4	–	Sell	-9,114	Closed	-$263K	–	905
2024 Q3	$263K	Sell	9,114 -1,722	-16%	-$49.3K	0.01%	314
2024 Q2	$302K	Sell	10,836 -3,796	-26%	-$101K	0.01%	270
2024 Q1	$390K	Buy	+14,632	New	+$391K	0.02%	226
2022 Q2	–	Sell	-1,700	Closed	-$34K	–	710
2022 Q1	$34K	Hold	1,700	–	–	﹤0.01%	483
2021 Q4	$45K	Hold	1,700	–	–	﹤0.01%	460
2021 Q3	$49K	Hold	1,700	–	–	﹤0.01%	408
2021 Q2	$47K	Hold	1,700	–	–	﹤0.01%	420
2021 Q1	$38K	Hold	1,700	–	–	﹤0.01%	436
2020 Q4	$37K	Hold	1,700	–	–	﹤0.01%	352
2020 Q3	$34K	Buy	+1,700	New	+$36.1K	﹤0.01%	305
2019 Q4	–	Sell	-1,700	Closed	-$44K	–	548
2019 Q3	$44K	Buy	+1,700	New	+$45.6K	﹤0.01%	344

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

Johnson Financial Group Inc (Wisconsin)'s HSTM Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of HealthStream (HSTM) in Q2 2025, closing a stake of 6,230 shares — an estimated $200K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in HSTM in Q3 2019 and held it in 12 quarters. The position peaked at $390K in Q1 2024. 201 funds tracked by Wall St. Rank hold HSTM as of Q2 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining HealthStream position as of Q2 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 6,230 HealthStream shares in Q2 2025, an estimated $200K.
Johnson Financial Group Inc (Wisconsin) first reported a position in HealthStream in Q3 2019 and held it in 12 quarters.
Johnson Financial Group Inc (Wisconsin)'s HealthStream position peaked at $390K in Q1 2024.
201 funds tracked by Wall St. Rank held HealthStream as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.