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Rothschild Investment LLC’s HealthStream HSTM Stock Holding History

Rothschild Investment LLC’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 		$4.71K Buy
173
+56
+48% +$1.31K ﹤0.01% 2307
2026
Q1 		$2.42K Buy
117
+89
+318% +$1.9K ﹤0.01% 2462
2025
Q4 		$646 Sell
28
-17
-38% -$428 ﹤0.01% 2846
2025
Q3 		$1.27K Hold
45
– – ﹤0.01% 2487
2025
Q2 		$1.25K Sell
45
-5
-10% -$148 ﹤0.01% 2342
2025
Q1 		$1.61K Buy
50
+25
+100% +$811 ﹤0.01% 2032
2024
Q4 		$795 Buy
25
+15
+150% +$463 ﹤0.01% 2352
2024
Q3 		$288 Hold
10
– – ﹤0.01% 2622
2024
Q2 		$279 Buy
10
+5
+100% +$133 ﹤0.01% 2334
2024
Q1 		$133 Buy
+5
New +$134 ﹤0.01% 2003

Other funds holding HSTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Rothschild Investment LLC's HSTM Position: Q2 2026 in Review

Rothschild Investment LLC increased its HealthStream (HSTM) stake by 48% in Q2 2026, buying an estimated $1.31K and bringing the position to 173 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2307.

Rothschild Investment LLC first reported a position in HSTM in Q1 2024 and has held it in 10 quarters since. 83 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Rothschild Investment LLC held 173 shares of HealthStream worth $4.71K as of Q2 2026.
  • Rothschild Investment LLC bought 56 HealthStream shares in Q2 2026, an estimated $1.31K.
  • HealthStream made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2307 holding.
  • Rothschild Investment LLC first reported a position in HealthStream in Q1 2024 and has held it in 10 quarters since.
  • 83 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.