Smartleaf Asset Management’s HealthStream HSTM Stock Holding History

Smartleaf Asset Management’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	$678	Hold	25	–	–	﹤0.01%	3159
2026 Q1	$527	Sell	25 -232	-90%	-$4.94K	﹤0.01%	3221
2025 Q4	$5.98K	Sell	257 -292	-53%	-$7.34K	﹤0.01%	2629
2025 Q3	$15.9K	Buy	549 +270	+97%	+$7.42K	﹤0.01%	1906
2025 Q2	$7.69K	Hold	279	–	–	﹤0.01%	1914
2025 Q1	$8.94K	Hold	279	–	–	﹤0.01%	1970
2024 Q4	$8.87K	Buy	279 +204	+272%	+$6.29K	﹤0.01%	2037
2024 Q3	$2.13K	Sell	75 -93	-55%	-$2.66K	﹤0.01%	2450
2024 Q2	$4.68K	Buy	168 +153	+1,020%	+$4.08K	﹤0.01%	1843
2024 Q1	$389	Buy	+15	New	+$401	﹤0.01%	1779

Other funds holding HSTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Smartleaf Asset Management's HSTM Position: Q2 2026 in Review

Smartleaf Asset Management held its HealthStream (HSTM) position steady in Q2 2026 at 25 shares worth $678. The position accounts for ﹤0.01% of the portfolio, ranked #3159.

Smartleaf Asset Management first reported a position in HSTM in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.9K in Q3 2025. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Smartleaf Asset Management held 25 shares of HealthStream worth $678 as of Q2 2026.
Smartleaf Asset Management left its HealthStream share count unchanged in Q2 2026.
HealthStream made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3159 holding.
Smartleaf Asset Management first reported a position in HealthStream in Q1 2024 and has held it in 10 quarters since.
Smartleaf Asset Management's HealthStream position peaked at $15.9K in Q3 2025.
218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.