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
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 $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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northwestern Mutual Wealth Management's HSTM Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of HealthStream (HSTM) in Q2 2025, closing a stake of 600 shares — an estimated $19.3K sold.

Northwestern Mutual Wealth Management first reported a position in HSTM in Q4 2016 and held it in 6 quarters. The position peaked at $19.6K in Q4 2024. 201 funds tracked by Wall St. Rank hold HSTM as of Q2 2025.

Northwestern Mutual Wealth Management reported no remaining HealthStream position as of Q2 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 600 HealthStream shares in Q2 2025, an estimated $19.3K.
Northwestern Mutual Wealth Management first reported a position in HealthStream in Q4 2016 and held it in 6 quarters.
Northwestern Mutual Wealth Management's HealthStream position peaked at $19.6K in Q4 2024.
201 funds tracked by Wall St. Rank held HealthStream as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.