Northwestern Mutual Wealth Management’s HealthStream HSTM Stock Holding History

Northwestern Mutual Wealth 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
2026 Q2	$899	Buy	+33	New	+$772	﹤0.01%	3811
2025 Q2	–	Sell	-600	Closed	-$19.3K	–	3817
2025 Q1	$19.3K	Sell	600 -15	-2%	-$486	﹤0.01%	2534
2024 Q4	$19.6K	Buy	615 +15	+3%	+$463	﹤0.01%	2526
2024 Q3	$17.3K	Hold	600	–	–	﹤0.01%	2512
2024 Q2	$16.7K	Buy	+600	New	+$16K	﹤0.01%	2457
2017 Q3	–	Sell	-68	Closed	-$2K	–	2201
2017 Q2	$2K	Buy	+68	New	+$1.87K	﹤0.01%	1878
2017 Q1	–	Sell	-89	Closed	-$2K	–	2179
2016 Q4	$2K	Buy	+89	New	+$2.29K	﹤0.01%	2045

Other funds holding HSTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management's HSTM Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in HealthStream (HSTM) in Q2 2026: 33 shares worth $899. The stake represents ﹤0.01% of the portfolio and ranks #3811 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in HSTM as recently as Q1 2025.

Northwestern Mutual Wealth Management first reported a position in HSTM in Q4 2016 and has held it in 7 quarters since. The position peaked at $19.6K in Q4 2024. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Northwestern Mutual Wealth Management held 33 shares of HealthStream worth $899 as of Q2 2026.
HealthStream was a new Northwestern Mutual Wealth Management position in Q2 2026.
HealthStream made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3811 holding.
Northwestern Mutual Wealth Management first reported a position in HealthStream in Q4 2016 and has held it in 7 quarters since.
Northwestern Mutual Wealth Management's HealthStream position peaked at $19.6K in Q4 2024.
218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.