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Root Financial Partners’s HealthStream HSTM Stock Holding History

Root Financial Partners’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 		– Sell
-33
Closed -$683 – 1654
2026
Q1 		$683 Buy
+33
New +$703 ﹤0.01% 2752

Other funds holding HSTM

HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Root Financial Partners's HSTM Position: Q2 2026 in Review

Root Financial Partners sold out of HealthStream (HSTM) in Q2 2026, closing a stake of 33 shares — an estimated $683 sold.

Root Financial Partners first reported a position in HSTM in Q1 2026 and held it in 1 quarter. The position peaked at $683 in Q1 2026. 46 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Root Financial Partners reported no remaining HealthStream position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 33 HealthStream shares in Q2 2026, an estimated $683.
  • Root Financial Partners first reported a position in HealthStream in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's HealthStream position peaked at $683 in Q1 2026.
  • 46 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.