Pinnacle Financial Partners (Tennessee)’s HealthStream HSTM Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 Q3	$2.34M	Sell	82,997 -14	-0%	-$385	0.06%	206
2025 Q2	$2.3M	Hold	83,011	–	–	0.05%	214
2025 Q1	$2.67M	Buy	83,011 +14	+0%	+$454	0.05%	203
2024 Q4	$2.64M	Hold	82,997	–	–	0.05%	205
2024 Q3	$2.39M	Hold	82,997	–	–	0.05%	212
2024 Q2	$2.32M	Hold	82,997	–	–	0.05%	211
2024 Q1	$2.21M	Sell	82,997 -92	-0.1%	-$2.46K	0.05%	212
2023 Q4	$2.25M	Sell	83,089 -92	-0.1%	-$2.29K	0.05%	199
2023 Q3	$1.8M	Hold	83,181	–	–	0.05%	212
2023 Q2	$2.04M	Sell	83,181 -90	-0.1%	-$2.23K	0.05%	194
2023 Q1	$2.26M	Buy	83,271 +90	+0.1%	+$2.25K	0.06%	194
2022 Q4	$2.07M	Hold	83,181	–	–	0.06%	196
2022 Q3	$1.77M	Hold	83,181	–	–	0.06%	200
2022 Q2	$1.81M	Hold	83,181	–	–	0.06%	194
2022 Q1	$1.66M	Hold	83,181	–	–	0.05%	203
2021 Q4	$2.19M	Hold	83,181	–	–	0.07%	184
2021 Q3	$2.38M	Hold	83,181	–	–	0.08%	175
2021 Q2	$2.32M	Hold	83,181	–	–	0.09%	158
2021 Q1	$1.86M	Hold	83,181	–	–	0.08%	165
2020 Q4	$1.82M	Hold	83,181	–	–	0.09%	172
2020 Q3	$1.67M	Hold	83,181	–	–	0.09%	165
2020 Q2	$1.84M	Hold	83,181	–	–	0.11%	160
2020 Q1	$1.99M	Hold	83,181	–	–	0.14%	143
2019 Q4	$2.26M	Hold	83,181	–	–	0.14%	151
2019 Q3	$2.15M	Hold	83,181	–	–	0.15%	149
2019 Q2	$2.15M	Hold	83,181	–	–	0.16%	146
2019 Q1	$2.33M	Hold	83,181	–	–	0.19%	132
2018 Q4	$2.01M	Buy	83,181 +275	+0.3%	+$7.13K	0.19%	134
2018 Q3	$2.57M	Sell	82,906 -275	-0.3%	-$8.22K	0.22%	126
2018 Q2	$2.27M	Hold	83,181	–	–	0.22%	130
2018 Q1	$2.06M	Hold	83,181	–	–	0.21%	131
2017 Q4	$1.93M	Hold	83,181	–	–	0.2%	130
2017 Q3	$1.94M	Hold	83,181	–	–	0.25%	114
2017 Q2	$2.19M	Hold	83,181	–	–	0.31%	100
2017 Q1	$2.02M	Hold	83,181	–	–	0.4%	86
2016 Q4	$2.08M	Hold	83,181	–	–	0.45%	76
2016 Q3	$2.23M	Hold	83,181	–	–	0.5%	57
2016 Q2	$2.23M	Hold	83,181	–	–	0.51%	58
2016 Q1	$1.84M	Hold	83,181	–	–	0.47%	62
2015 Q4	$1.83M	Hold	83,181	–	–	0.57%	54
2015 Q3	$1.81M	Sell	83,181 -50	-0.1%	-$1.33K	0.57%	56
2015 Q2	$2.53M	Buy	83,231 +49,928	+150%	+$1.43M	0.8%	47
2015 Q1	$839K	Hold	33,303	–	–	0.28%	100
2014 Q4	$982K	Buy	+33,303	New	+$945K	0.34%	88

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

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

Pinnacle Financial Partners (Tennessee)'s HSTM Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) reduced its HealthStream (HSTM) stake by 0.02% in Q3 2025, selling an estimated $385 and leaving 82,997 shares worth $2.34M. The position accounts for 0.06% of the portfolio, ranked #206.

Pinnacle Financial Partners (Tennessee) first reported a position in HSTM in Q4 2014 and has held it in 44 quarters since. The position peaked at $2.67M in Q1 2025. 200 funds tracked by Wall St. Rank hold HSTM as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 82,997 shares of HealthStream worth $2.34M as of Q3 2025.
Pinnacle Financial Partners (Tennessee) sold 14 HealthStream shares in Q3 2025, an estimated $385.
HealthStream made up 0.06% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #206 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in HealthStream in Q4 2014 and has held it in 44 quarters since.
Pinnacle Financial Partners (Tennessee)'s HealthStream position peaked at $2.67M in Q1 2025.
200 funds tracked by Wall St. Rank held HealthStream as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.