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
Q2 		$46.8K Buy
1,749
+553
+46% +$12.9K ﹤0.01% 3163
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

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 $4.34B AUM 17.52% 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

Jones Financial Companies's HSTM Position: Q2 2026 in Review

Jones Financial Companies increased its HealthStream (HSTM) stake by 46% in Q2 2026, buying an estimated $12.9K and bringing the position to 1,749 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3163.

Jones Financial Companies first reported a position in HSTM in Q4 2024 and has held it in 3 quarters since. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Jones Financial Companies held 1,749 shares of HealthStream worth $46.8K as of Q2 2026.
  • Jones Financial Companies bought 553 HealthStream shares in Q2 2026, an estimated $12.9K.
  • HealthStream made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3163 holding.
  • Jones Financial Companies first reported a position in HealthStream in Q4 2024 and has held it in 3 quarters since.
  • 218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

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