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Pinnacle Wealth Planning Services’s HealthStream HSTM Stock Holding History

Pinnacle Wealth Planning Services’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 		$23.4K Buy
1,131
+78
+7% +$1.66K ﹤0.01% 1616
2025
Q4 		$24.3K Buy
+1,053
New +$26.5K ﹤0.01% 1627
2021
Q1 		– Sell
-2,618
Closed -$58K – 1067
2020
Q4 		$58K Buy
+2,618
New +$52.6K 0.01% 722

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

Pinnacle Wealth Planning Services's HSTM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its HealthStream (HSTM) stake by 7.4% in Q1 2026, buying an estimated $1.66K and bringing the position to 1,131 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Pinnacle Wealth Planning Services first reported a position in HSTM in Q4 2020 and has held it in 3 quarters since. The position peaked at $58K in Q4 2020. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,131 shares of HealthStream worth $23.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 78 HealthStream shares in Q1 2026, an estimated $1.66K.
  • HealthStream made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1616 holding.
  • Pinnacle Wealth Planning Services first reported a position in HealthStream in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's HealthStream position peaked at $58K in Q4 2020.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.