Summit Securities Group’s HealthStream HSTM Stock Holding History

Summit Securities Group’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 Q3	$13.5K	Buy	+455	New	+$13.1K	﹤0.01%	766

Other funds holding HSTM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Summit Securities Group's HSTM Position: Q3 2026 in Review

Summit Securities Group opened a new position in HealthStream (HSTM) in Q3 2026: 455 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #766 among its holdings.

112 funds tracked by Wall St. Rank hold HSTM as of Q3 2026.

Summit Securities Group held 455 shares of HealthStream worth $13.5K as of Q3 2026.
HealthStream was a new Summit Securities Group position in Q3 2026.
HealthStream made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #766 holding.
112 funds tracked by Wall St. Rank held HealthStream as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.