SouthState Corp’s HealthStream HSTM Stock Holding History

SouthState Corp’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 Q2	–	Sell	-17	Closed	-$548	–	1699
2025 Q1	$548	Buy	+17	New	+$551	﹤0.01%	1487

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

SouthState Corp's HSTM Position: Q2 2025 in Review

SouthState Corp sold out of HealthStream (HSTM) in Q2 2025, closing a stake of 17 shares — an estimated $548 sold.

SouthState Corp first reported a position in HSTM in Q1 2025 and held it in 1 quarter. The position peaked at $548 in Q1 2025. 201 funds tracked by Wall St. Rank hold HSTM as of Q2 2025.

SouthState Corp reported no remaining HealthStream position as of Q2 2025 after selling out during the quarter.
SouthState Corp sold 17 HealthStream shares in Q2 2025, an estimated $548.
SouthState Corp first reported a position in HealthStream in Q1 2025 and held it in 1 quarter.
SouthState Corp's HealthStream position peaked at $548 in Q1 2025.
201 funds tracked by Wall St. Rank held HealthStream as of Q2 2025.

Based on SouthState Corp's 13F filing for Q2 2025, filed 6 Aug 2025.