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Sanctuary Advisors’s HealthStream HSTM Stock Holding History

Sanctuary Advisors’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
Q1 		– Sell
-15,445
Closed -$507K – 2307
2024
Q4 		$507K Buy
15,445
+708
+5% +$21.8K ﹤0.01% 1673
2024
Q3 		$474K Buy
14,737
+1,538
+12% +$44K ﹤0.01% 1730
2024
Q2 		$338K Buy
+13,199
New +$352K ﹤0.01% 1895

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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

Sanctuary Advisors's HSTM Position: Q1 2025 in Review

Sanctuary Advisors sold out of HealthStream (HSTM) in Q1 2025, closing a stake of 15,445 shares — an estimated $507K sold.

Sanctuary Advisors first reported a position in HSTM in Q2 2024 and held it in 3 quarters. The position peaked at $507K in Q4 2024. 211 funds tracked by Wall St. Rank hold HSTM as of Q1 2025.

  • Sanctuary Advisors reported no remaining HealthStream position as of Q1 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 15,445 HealthStream shares in Q1 2025, an estimated $507K.
  • Sanctuary Advisors first reported a position in HealthStream in Q2 2024 and held it in 3 quarters.
  • Sanctuary Advisors's HealthStream position peaked at $507K in Q4 2024.
  • 211 funds tracked by Wall St. Rank held HealthStream as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.