Jones Financial Companies
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Jones Financial Companies’s HealthStream HSTM Stock Holding History

Jones Financial Companies’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
Q1 		$25.2K Buy
+1,196
New +$25.5K ﹤0.01% 3203
2025
Q1 		– Sell
-16
Closed -$509 – 3782
2024
Q4 		$509 Buy
+16
New +$494 ﹤0.01% 3226

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CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies's HSTM Position: Q1 2026 in Review

Jones Financial Companies opened a new position in HealthStream (HSTM) in Q1 2026: 1,196 shares worth $25.2K. The stake represents ﹤0.01% of the portfolio and ranks #3203 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in HSTM as recently as Q4 2024.

Jones Financial Companies first reported a position in HSTM in Q4 2024 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Jones Financial Companies held 1,196 shares of HealthStream worth $25.2K as of Q1 2026.
  • HealthStream was a new Jones Financial Companies position in Q1 2026.
  • HealthStream made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3203 holding.
  • Jones Financial Companies first reported a position in HealthStream in Q4 2024 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.