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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
2026
Q2 		$334K Buy
+12,246
New +$287K ﹤0.01% 2256
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanctuary Advisors's HSTM Position: Q2 2026 in Review

Sanctuary Advisors opened a new position in HealthStream (HSTM) in Q2 2026: 12,246 shares worth $334K. The stake represents ﹤0.01% of the portfolio and ranks #2256 among its holdings. This is a return to the name: Sanctuary Advisors previously reported a position in HSTM as recently as Q4 2024.

Sanctuary Advisors first reported a position in HSTM in Q2 2024 and has held it in 4 quarters since. The position peaked at $507K in Q4 2024. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Sanctuary Advisors held 12,246 shares of HealthStream worth $334K as of Q2 2026.
  • HealthStream was a new Sanctuary Advisors position in Q2 2026.
  • HealthStream made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2256 holding.
  • Sanctuary Advisors first reported a position in HealthStream in Q2 2024 and has held it in 4 quarters since.
  • Sanctuary Advisors's HealthStream position peaked at $507K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.