MCM
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MAI Capital Management’s HealthStream HSTM Stock Holding History

MAI Capital Management’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
2025
Q3 		– Sell
-183
Closed -$5.06K – 3967
2025
Q2 		$5.06K Buy
+183
New +$5.41K ﹤0.01% 3040

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MAI Capital Management's HSTM Position: Q3 2025 in Review

MAI Capital Management sold out of HealthStream (HSTM) in Q3 2025, closing a stake of 183 shares — an estimated $5.06K sold.

MAI Capital Management first reported a position in HSTM in Q2 2025 and held it in 1 quarter. The position peaked at $5.06K in Q2 2025. 200 funds tracked by Wall St. Rank hold HSTM as of Q3 2025.

  • MAI Capital Management reported no remaining HealthStream position as of Q3 2025 after selling out during the quarter.
  • MAI Capital Management sold 183 HealthStream shares in Q3 2025, an estimated $5.06K.
  • MAI Capital Management first reported a position in HealthStream in Q2 2025 and held it in 1 quarter.
  • MAI Capital Management's HealthStream position peaked at $5.06K in Q2 2025.
  • 200 funds tracked by Wall St. Rank held HealthStream as of Q3 2025.

Based on MAI Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.