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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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

Larson Financial Group's HSTM Position: Q1 2026 in Review

Larson Financial Group held its HealthStream (HSTM) position steady in Q1 2026 at 41 shares worth $849. The position accounts for ﹤0.01% of the portfolio, ranked #3205.

Larson Financial Group first reported a position in HSTM in Q1 2019 and has held it in 9 quarters since. The position peaked at $3K in Q1 2019. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Larson Financial Group held 41 shares of HealthStream worth $849 as of Q1 2026.
  • Larson Financial Group left its HealthStream share count unchanged in Q1 2026.
  • HealthStream made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3205 holding.
  • Larson Financial Group first reported a position in HealthStream in Q1 2019 and has held it in 9 quarters since.
  • Larson Financial Group's HealthStream position peaked at $3K in Q1 2019.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

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