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MassMutual Private Wealth & Trust’s HealthStream HSTM Stock Holding History

MassMutual Private Wealth & Trust’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 		$27.9K Buy
1,025
+444
+76% +$10.4K ﹤0.01% 1001
2026
Q1 		$12K Buy
581
+3
+0.5% +$64 ﹤0.01% 1290
2025
Q4 		$13.3K Hold
578
– – ﹤0.01% 1276
2025
Q3 		$16.3K Sell
578
-5
-0.9% -$137 ﹤0.01% 1207
2025
Q2 		$16.1K Hold
583
– – ﹤0.01% 1186
2025
Q1 		$18.8K Sell
583
-104
-15% -$3.37K ﹤0.01% 1049
2024
Q4 		$21.8K Buy
687
+603
+718% +$18.6K ﹤0.01% 977
2024
Q3 		$2.42K Buy
84
+5
+6% +$143 ﹤0.01% 1603
2024
Q2 		$2.2K Buy
79
+58
+276% +$1.55K ﹤0.01% 1599
2024
Q1 		$560 Sell
21
-12
-36% -$321 ﹤0.01% 1846
2023
Q4 		$892 Buy
33
+12
+57% +$298 ﹤0.01% 1701
2023
Q3 		$453 Hold
21
– – ﹤0.01% 1847
2023
Q2 		$516 Hold
21
– – ﹤0.01% 1777
2023
Q1 		$569 Hold
21
– – ﹤0.01% 1658
2022
Q4 		$1K Buy
+21
New +$504 ﹤0.01% 1463
2022
Q1 		– Sell
-33
Closed -$1K – 1571
2021
Q4 		$1K Buy
+33
New +$873 ﹤0.01% 1228

Other funds holding HSTM

AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MassMutual Private Wealth & Trust's HSTM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its HealthStream (HSTM) stake by 76% in Q2 2026, buying an estimated $10.4K and bringing the position to 1,025 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

MassMutual Private Wealth & Trust first reported a position in HSTM in Q4 2021 and has held it in 16 quarters since. 13 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,025 shares of HealthStream worth $27.9K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 444 HealthStream shares in Q2 2026, an estimated $10.4K.
  • HealthStream made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1001 holding.
  • MassMutual Private Wealth & Trust first reported a position in HealthStream in Q4 2021 and has held it in 16 quarters since.
  • 13 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.