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Personal CFO Solutions’s HealthStream HSTM Stock Holding History

Personal CFO Solutions’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 		$228K Buy
+8,366
New +$196K 0.03% 484

Other funds holding HSTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Personal CFO Solutions's HSTM Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in HealthStream (HSTM) in Q2 2026: 8,366 shares worth $228K. The stake represents 0.03% of the portfolio and ranks #484 among its holdings.

219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Personal CFO Solutions held 8,366 shares of HealthStream worth $228K as of Q2 2026.
  • HealthStream was a new Personal CFO Solutions position in Q2 2026.
  • HealthStream made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #484 holding.
  • 219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.