PWPS
HSTM icon

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
Q2 		$49K Buy
1,798
+667
+59% +$15.6K ﹤0.01% 1285
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 $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

Pinnacle Wealth Planning Services's HSTM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its HealthStream (HSTM) stake by 59% in Q2 2026, buying an estimated $15.6K and bringing the position to 1,798 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Pinnacle Wealth Planning Services first reported a position in HSTM in Q4 2020 and has held it in 4 quarters since. The position peaked at $58K in Q4 2020. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,798 shares of HealthStream worth $49K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 667 HealthStream shares in Q2 2026, an estimated $15.6K.
  • HealthStream made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1285 holding.
  • Pinnacle Wealth Planning Services first reported a position in HealthStream in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's HealthStream position peaked at $58K in Q4 2020.
  • 219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.