Physician Wealth Advisors’s HealthStream HSTM Stock Holding History

Physician Wealth Advisors’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	–	Sell	-40	Closed	-$923	–	2152
2025 Q4	$923	Buy	+40	New	+$1.01K	﹤0.01%	1665

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Physician Wealth Advisors's HSTM Position: Q1 2026 in Review

Physician Wealth Advisors sold out of HealthStream (HSTM) in Q1 2026, closing a stake of 40 shares — an estimated $923 sold.

Physician Wealth Advisors first reported a position in HSTM in Q4 2025 and held it in 1 quarter. The position peaked at $923 in Q4 2025. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

Physician Wealth Advisors reported no remaining HealthStream position as of Q1 2026 after selling out during the quarter.
Physician Wealth Advisors sold 40 HealthStream shares in Q1 2026, an estimated $923.
Physician Wealth Advisors first reported a position in HealthStream in Q4 2025 and held it in 1 quarter.
Physician Wealth Advisors's HealthStream position peaked at $923 in Q4 2025.
197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.