Larson Financial Group’s HealthStream HSTM Stock Holding History

Larson Financial 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	$1.12K	Hold	41	–	–	﹤0.01%	3274
2026 Q1	$849	Hold	41	–	–	﹤0.01%	3205
2025 Q4	$946	Hold	41	–	–	﹤0.01%	2971
2025 Q3	$1.16K	Sell	41 -2	-5%	-$55	﹤0.01%	2874
2025 Q2	$1.19K	Buy	43 +19	+79%	+$562	﹤0.01%	2592
2025 Q1	$772	Buy	24 +21	+700%	+$681	﹤0.01%	2458
2024 Q4	$95	Hold	3	–	–	﹤0.01%	2611
2024 Q3	$87	Hold	3	–	–	﹤0.01%	2560
2024 Q2	$84	Buy	+3	New	+$80	﹤0.01%	2280
2019 Q2	–	Sell	-122	Closed	-$3K	–	526
2019 Q1	$3K	Buy	+122	New	+$3.21K	﹤0.01%	348

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 $3.37T AUM 44.26% 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

Larson Financial Group's HSTM Position: Q2 2026 in Review

Larson Financial Group held its HealthStream (HSTM) position steady in Q2 2026 at 41 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #3274.

Larson Financial Group first reported a position in HSTM in Q1 2019 and has held it in 10 quarters since. The position peaked at $3K in Q1 2019. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Larson Financial Group held 41 shares of HealthStream worth $1.12K as of Q2 2026.
Larson Financial Group left its HealthStream share count unchanged in Q2 2026.
HealthStream made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3274 holding.
Larson Financial Group first reported a position in HealthStream in Q1 2019 and has held it in 10 quarters since.
Larson Financial Group's HealthStream position peaked at $3K in Q1 2019.
218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

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