Raymond James Financial
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Raymond James Financial’s HealthStream HSTM Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-702
Closed -$19.4K – 5755
2025
Q2 		$19.4K Buy
+702
New +$20.7K ﹤0.01% 5608

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial's HSTM Position: Q3 2025 in Review

Raymond James Financial sold out of HealthStream (HSTM) in Q3 2025, closing a stake of 702 shares — an estimated $19.4K sold.

Raymond James Financial first reported a position in HSTM in Q2 2025 and held it in 1 quarter. The position peaked at $19.4K in Q2 2025. 200 funds tracked by Wall St. Rank hold HSTM as of Q3 2025.

  • Raymond James Financial reported no remaining HealthStream position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 702 HealthStream shares in Q3 2025, an estimated $19.4K.
  • Raymond James Financial first reported a position in HealthStream in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's HealthStream position peaked at $19.4K in Q2 2025.
  • 200 funds tracked by Wall St. Rank held HealthStream as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.