PS
HSTM icon

Principal Securities’s HealthStream HSTM Stock Holding History

Principal Securities’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
Q4 		– Sell
-165
Closed -$4.66K – 2321
2025
Q3 		$4.66K Sell
165
-18
-10% -$495 ﹤0.01% 2985
2025
Q2 		$5.06K Buy
183
+122
+200% +$3.61K ﹤0.01% 2865
2025
Q1 		$1.94K Hold
61
– – ﹤0.01% 3050
2024
Q4 		$1.94K Buy
+61
New +$1.88K ﹤0.01% 3044

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Principal Securities's HSTM Position: Q4 2025 in Review

Principal Securities sold out of HealthStream (HSTM) in Q4 2025, closing a stake of 165 shares — an estimated $4.66K sold.

Principal Securities first reported a position in HSTM in Q4 2024 and held it in 4 quarters. The position peaked at $5.06K in Q2 2025. 191 funds tracked by Wall St. Rank hold HSTM as of Q4 2025.

  • Principal Securities reported no remaining HealthStream position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 165 HealthStream shares in Q4 2025, an estimated $4.66K.
  • Principal Securities first reported a position in HealthStream in Q4 2024 and held it in 4 quarters.
  • Principal Securities's HealthStream position peaked at $5.06K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held HealthStream as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.