New Age Alpha Advisors’s HealthStream HSTM Stock Holding History

New Age Alpha 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
2025 Q3	–	Sell	-2,152	Closed	-$59.5K	–	833
2025 Q2	$59.5K	Buy	+2,152	New	+$63.6K	﹤0.01%	767
2025 Q1	–	Sell	-2,512	Closed	-$79.9K	–	965
2024 Q4	$79.9K	Buy	+2,512	New	+$77.5K	﹤0.01%	758

Other funds holding HSTM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

New Age Alpha Advisors's HSTM Position: Q3 2025 in Review

New Age Alpha Advisors sold out of HealthStream (HSTM) in Q3 2025, closing a stake of 2,152 shares — an estimated $59.5K sold.

New Age Alpha Advisors first reported a position in HSTM in Q4 2024 and held it in 2 quarters. The position peaked at $79.9K in Q4 2024. 200 funds tracked by Wall St. Rank hold HSTM as of Q3 2025.

New Age Alpha Advisors reported no remaining HealthStream position as of Q3 2025 after selling out during the quarter.
New Age Alpha Advisors sold 2,152 HealthStream shares in Q3 2025, an estimated $59.5K.
New Age Alpha Advisors first reported a position in HealthStream in Q4 2024 and held it in 2 quarters.
New Age Alpha Advisors's HealthStream position peaked at $79.9K in Q4 2024.
200 funds tracked by Wall St. Rank held HealthStream as of Q3 2025.

Based on New Age Alpha Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.