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Plante Moran Financial Advisors’s HealthStream HSTM Stock Holding History

Plante Moran Financial 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
-220
Closed -$5.08K – 800
2025
Q4 		$5.08K Buy
+220
New +$5.53K ﹤0.01% 636

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VCM
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State Street
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VPM
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Two Sigma Investments
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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

Plante Moran Financial Advisors's HSTM Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of HealthStream (HSTM) in Q1 2026, closing a stake of 220 shares — an estimated $5.08K sold.

Plante Moran Financial Advisors first reported a position in HSTM in Q4 2025 and held it in 1 quarter. The position peaked at $5.08K in Q4 2025. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining HealthStream position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 220 HealthStream shares in Q1 2026, an estimated $5.08K.
  • Plante Moran Financial Advisors first reported a position in HealthStream in Q4 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's HealthStream position peaked at $5.08K in Q4 2025.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.