Osaic Holdings
HSTM icon

Osaic Holdings’s HealthStream HSTM Stock Holding History

Osaic Holdings’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 		$19.1K Sell
924
-7
-0.8% -$149 ﹤0.01% 5886
2025
Q4 		$21.5K Sell
931
-23
-2% -$578 ﹤0.01% 5840
2025
Q3 		$26.8K Sell
954
-16
-2% -$440 ﹤0.01% 5725
2025
Q2 		$27.2K Buy
970
+252
+35% +$7.45K ﹤0.01% 5480
2025
Q1 		$23.1K Buy
718
+505
+237% +$16.4K ﹤0.01% 5249
2024
Q4 		$6.78K Sell
213
-348
-62% -$10.7K ﹤0.01% 6024
2024
Q3 		$16.2K Sell
561
-11
-2% -$315 ﹤0.01% 5501
2024
Q2 		$16K Buy
572
+59
+12% +$1.57K ﹤0.01% 5494
2024
Q1 		$13.7K Sell
513
-144
-22% -$3.85K ﹤0.01% 5572
2023
Q4 		$17.7K Sell
657
-53
-7% -$1.32K ﹤0.01% 5560
2023
Q3 		$15.3K Buy
710
+116
+20% +$2.56K ﹤0.01% 5694
2023
Q2 		$14.6K Sell
594
-505
-46% -$12.5K ﹤0.01% 5753
2023
Q1 		$29.8K Buy
1,099
+312
+40% +$7.78K ﹤0.01% 5326
2022
Q4 		$19K Sell
787
-12
-2% -$288 ﹤0.01% 5599
2022
Q3 		$17K Sell
799
-7
-0.9% -$159 ﹤0.01% 5697
2022
Q2 		$19K Sell
806
-23
-3% -$459 ﹤0.01% 5649
2022
Q1 		$16K Buy
829
+561
+209% +$12.7K ﹤0.01% 5842
2021
Q4 		$7K Sell
268
-101
-27% -$2.67K ﹤0.01% 6468
2021
Q3 		$10K Buy
369
+158
+75% +$4.62K ﹤0.01% 6189
2021
Q2 		$6K Hold
211
– – ﹤0.01% 6292
2021
Q1 		$4K Sell
211
-138
-40% -$3.29K ﹤0.01% 6266
2020
Q4 		$8K Sell
349
-1,205
-78% -$24.2K ﹤0.01% 5608
2020
Q3 		$31K Buy
1,554
+142
+10% +$3.02K ﹤0.01% 4646
2020
Q2 		$31K Buy
1,412
+557
+65% +$12.9K ﹤0.01% 4521
2020
Q1 		$21K Buy
+855
New +$21.5K ﹤0.01% 4604

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings's HSTM Position: Q1 2026 in Review

Osaic Holdings reduced its HealthStream (HSTM) stake by 0.75% in Q1 2026, selling an estimated $149 and leaving 924 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5886.

Osaic Holdings first reported a position in HSTM in Q1 2020 and has held it in 25 quarters since. The position peaked at $31K in Q3 2020. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Osaic Holdings held 924 shares of HealthStream worth $19.1K as of Q1 2026.
  • Osaic Holdings sold 7 HealthStream shares in Q1 2026, an estimated $149.
  • HealthStream made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5886 holding.
  • Osaic Holdings first reported a position in HealthStream in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's HealthStream position peaked at $31K in Q3 2020.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.