Kilter Group’s HealthStream HSTM Stock Holding History

Kilter Group’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	$1.64K	Hold	60	–	–	﹤0.01%	1097
2026 Q1	$1.24K	Buy	60 +29	+94%	+$618	﹤0.01%	1157
2025 Q4	$716	Buy	+31	New	+$780	﹤0.01%	1139

Other funds holding HSTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kilter Group's HSTM Position: Q2 2026 in Review

Kilter Group held its HealthStream (HSTM) position steady in Q2 2026 at 60 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Kilter Group first reported a position in HSTM in Q4 2025 and has held it in 3 quarters since. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Kilter Group held 60 shares of HealthStream worth $1.64K as of Q2 2026.
Kilter Group left its HealthStream share count unchanged in Q2 2026.
HealthStream made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #1097 holding.
Kilter Group first reported a position in HealthStream in Q4 2025 and has held it in 3 quarters since.
218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.