MassMutual Private Wealth & Trust
HSTM icon

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
Q3 		$29K Sell
976
-49
-5% -$1.41K ﹤0.01% 923
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

MassMutual Private Wealth & Trust's HSTM Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its HealthStream (HSTM) stake by 4.8% in Q3 2026, selling an estimated $1.41K and leaving 976 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

MassMutual Private Wealth & Trust first reported a position in HSTM in Q4 2021 and has held it in 17 quarters since. 171 funds tracked by Wall St. Rank hold HSTM as of Q3 2026.

  • MassMutual Private Wealth & Trust held 976 shares of HealthStream worth $29K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 49 HealthStream shares in Q3 2026, an estimated $1.41K.
  • HealthStream made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #923 holding.
  • MassMutual Private Wealth & Trust first reported a position in HealthStream in Q4 2021 and has held it in 17 quarters since.
  • 171 funds tracked by Wall St. Rank held HealthStream as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.