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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
Q2 		$55 Buy
+2
New +$47 ﹤0.01% 1577
2026
Q1 		– Sell
-220
Closed -$5.08K – 800
2025
Q4 		$5.08K Buy
+220
New +$5.53K ﹤0.01% 636

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's HSTM Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in HealthStream (HSTM) in Q2 2026: 2 shares worth $55. The stake represents ﹤0.01% of the portfolio and ranks #1577 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in HSTM as recently as Q4 2025.

Plante Moran Financial Advisors first reported a position in HSTM in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.08K in Q4 2025. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Plante Moran Financial Advisors held 2 shares of HealthStream worth $55 as of Q2 2026.
  • HealthStream was a new Plante Moran Financial Advisors position in Q2 2026.
  • HealthStream made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1577 holding.
  • Plante Moran Financial Advisors first reported a position in HealthStream in Q4 2025 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's HealthStream position peaked at $5.08K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.