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Summit Wealth Group (Colorado)’s HealthStream HSTM Stock Holding History

Summit Wealth Group (Colorado)’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
-16,189
Closed -$1.5M – 343
2025
Q3 		$1.5M Buy
+16,189
New +$445K 0.23% 67

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
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

Summit Wealth Group (Colorado)'s HSTM Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of HealthStream (HSTM) in Q4 2025, closing a stake of 16,189 shares — an estimated $1.5M sold.

Summit Wealth Group (Colorado) first reported a position in HSTM in Q3 2025 and held it in 1 quarter. The position peaked at $1.5M in Q3 2025. 191 funds tracked by Wall St. Rank hold HSTM as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining HealthStream position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 16,189 HealthStream shares in Q4 2025, an estimated $1.5M.
  • Summit Wealth Group (Colorado) first reported a position in HealthStream in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s HealthStream position peaked at $1.5M in Q3 2025.
  • 191 funds tracked by Wall St. Rank held HealthStream as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.