Rockefeller Capital Management’s HealthStream HSTM Stock Holding History

Rockefeller Capital Management’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	-196	Closed	-$4.52K	–	4783
2025 Q4	$4.52K	Buy	196 +154	+367%	+$3.87K	﹤0.01%	4103
2025 Q3	$1.19K	Buy	+42	New	+$1.15K	﹤0.01%	4165
2023 Q1	–	Sell	-9	Closed	–	–	2845
2022 Q4	$0	Hold	9	–	–	﹤0.01%	4018
2022 Q3	$0	Sell	9 -258	-97%	-$5.87K	﹤0.01%	4096
2022 Q2	$5K	Buy	+267	New	+$5.32K	﹤0.01%	3447
2022 Q1	–	Sell	-10	Closed	–	–	3956
2021 Q4	$0	Hold	10	–	–	﹤0.01%	3863
2021 Q3	$0	Buy	+10	New	+$292	﹤0.01%	3749
2021 Q1	–	Sell	-38	Closed	–	–	3308
2020 Q4	$0	Buy	+38	New	+$763	﹤0.01%	2923

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rockefeller Capital Management's HSTM Position: Q1 2026 in Review

Rockefeller Capital Management sold out of HealthStream (HSTM) in Q1 2026, closing a stake of 196 shares — an estimated $4.52K sold.

Rockefeller Capital Management first reported a position in HSTM in Q4 2020 and held it in 8 quarters. The position peaked at $5K in Q2 2022. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

Rockefeller Capital Management reported no remaining HealthStream position as of Q1 2026 after selling out during the quarter.
Rockefeller Capital Management sold 196 HealthStream shares in Q1 2026, an estimated $4.52K.
Rockefeller Capital Management first reported a position in HealthStream in Q4 2020 and held it in 8 quarters.
Rockefeller Capital Management's HealthStream position peaked at $5K in Q2 2022.
197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.