ORG Wealth Partners
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ORG Wealth Partners’s HealthStream HSTM Stock Holding History

ORG Wealth Partners’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 		$89 Buy
+3
New +$86 ﹤0.01% 2464

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Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

ORG Wealth Partners's HSTM Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in HealthStream (HSTM) in Q3 2026: 3 shares worth $89. The stake represents ﹤0.01% of the portfolio and ranks #2464 among its holdings.

115 funds tracked by Wall St. Rank hold HSTM as of Q3 2026.

  • ORG Wealth Partners held 3 shares of HealthStream worth $89 as of Q3 2026.
  • HealthStream was a new ORG Wealth Partners position in Q3 2026.
  • HealthStream made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2464 holding.
  • 115 funds tracked by Wall St. Rank held HealthStream as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.