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SBI Securities’s HealthStream HSTM Stock Holding History

SBI Securities’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 		$82 Buy
3
+1
+50% +$23 ﹤0.01% 3552
2026
Q1 		$41 Hold
2
– – ﹤0.01% 3616
2025
Q4 		$46 Hold
2
– – ﹤0.01% 3587
2025
Q3 		$56 Hold
2
– – ﹤0.01% 3680
2025
Q2 		$55 Hold
2
– – ﹤0.01% 3698
2025
Q1 		$64 Hold
2
– – ﹤0.01% 3580
2024
Q4 		$64 Buy
+2
New +$62 ﹤0.01% 3580

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 $3.37T AUM 44.26% 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

SBI Securities's HSTM Position: Q2 2026 in Review

SBI Securities increased its HealthStream (HSTM) stake by 50% in Q2 2026, buying an estimated $23 and bringing the position to 3 shares worth $82. The position accounts for ﹤0.01% of the portfolio, ranked #3552.

SBI Securities first reported a position in HSTM in Q4 2024 and has held it in 7 quarters since. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • SBI Securities held 3 shares of HealthStream worth $82 as of Q2 2026.
  • SBI Securities bought 1 HealthStream share in Q2 2026, an estimated $23.
  • HealthStream made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3552 holding.
  • SBI Securities first reported a position in HealthStream in Q4 2024 and has held it in 7 quarters since.
  • 219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.