Steward Partners Investment Advisory’s HealthStream HSTM Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-10	Closed	-$282	–	4386
2025 Q3	$282	Hold	10	–	–	﹤0.01%	4159
2025 Q2	$277	Hold	10	–	–	﹤0.01%	4011
2025 Q1	$322	Hold	10	–	–	﹤0.01%	3893
2024 Q4	$318	Buy	+10	New	+$309	﹤0.01%	3885
2020 Q1	–	Sell	-1	Closed	–	–	2592
2019 Q4	$0	Hold	1	–	–	﹤0.01%	2653
2019 Q3	$0	Hold	1	–	–	﹤0.01%	2679
2019 Q2	$0	Buy	+1	New	+$26	﹤0.01%	2645
2017 Q4	–	Sell	-100	Closed	-$2K	–	1904
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	1496
2017 Q2	$2K	Buy	100 +50	+100%	+$1.37K	﹤0.01%	1419
2017 Q1	$1K	Buy	+50	New	+$1.17K	﹤0.01%	1408

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAIM

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

Steward Partners Investment Advisory's HSTM Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of HealthStream (HSTM) in Q4 2025, closing a stake of 10 shares — an estimated $282 sold.

Steward Partners Investment Advisory first reported a position in HSTM in Q1 2017 and held it in 10 quarters. The position peaked at $2K in Q3 2017. 191 funds tracked by Wall St. Rank hold HSTM as of Q4 2025.

Steward Partners Investment Advisory reported no remaining HealthStream position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 10 HealthStream shares in Q4 2025, an estimated $282.
Steward Partners Investment Advisory first reported a position in HealthStream in Q1 2017 and held it in 10 quarters.
Steward Partners Investment Advisory's HealthStream position peaked at $2K in Q3 2017.
191 funds tracked by Wall St. Rank held HealthStream as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.