MCF Advisors’s HealthStream HSTM Stock Holding History

MCF Advisors’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	$850	Hold	41	–	–	﹤0.01%	1273
2025 Q4	$946	Hold	41	–	–	﹤0.01%	1087
2025 Q3	$1.16K	Hold	41	–	–	﹤0.01%	903
2025 Q2	$1.14K	Hold	41	–	–	﹤0.01%	829
2025 Q1	$1.32K	Hold	41	–	–	﹤0.01%	836
2024 Q4	$1.3K	Hold	41	–	–	﹤0.01%	884
2024 Q3	$1.18K	Hold	41	–	–	﹤0.01%	890
2024 Q2	$1.14K	Hold	41	–	–	﹤0.01%	897
2024 Q1	$1.09K	Hold	41	–	–	﹤0.01%	874
2023 Q4	$1.11K	Hold	41	–	–	﹤0.01%	824
2023 Q3	$885	Hold	41	–	–	﹤0.01%	838
2023 Q2	$1.01K	Hold	41	–	–	﹤0.01%	777
2023 Q1	$1.11K	Hold	41	–	–	﹤0.01%	761
2022 Q4	$1.02K	Hold	41	–	–	﹤0.01%	742
2022 Q3	$1K	Hold	41	–	–	﹤0.01%	747
2022 Q2	$1K	Hold	41	–	–	﹤0.01%	704
2022 Q1	$1K	Buy	+41	New	+$927	﹤0.01%	713
2021 Q4	–	Sell	-41	Closed	-$1K	–	321
2021 Q3	$1K	Hold	41	–	–	﹤0.01%	692
2021 Q2	$1K	Hold	41	–	–	﹤0.01%	563
2021 Q1	$1K	Hold	41	–	–	﹤0.01%	527
2020 Q4	$1K	Buy	+41	New	+$824	﹤0.01%	451

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MCF Advisors's HSTM Position: Q1 2026 in Review

MCF Advisors held its HealthStream (HSTM) position steady in Q1 2026 at 41 shares worth $850. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

MCF Advisors first reported a position in HSTM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.32K in Q1 2025. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

MCF Advisors held 41 shares of HealthStream worth $850 as of Q1 2026.
MCF Advisors left its HealthStream share count unchanged in Q1 2026.
HealthStream made up ﹤0.01% of MCF Advisors's portfolio in Q1 2026, its #1273 holding.
MCF Advisors first reported a position in HealthStream in Q4 2020 and has held it in 21 quarters since.
MCF Advisors's HealthStream position peaked at $1.32K in Q1 2025.
197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.