Symmetry Partners’s HealthStream HSTM Stock Holding History

Symmetry Partners’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	$207K	Buy	+6,959	New	+$200K	0.01%	325

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

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

Symmetry Partners's HSTM Position: Q3 2026 in Review

Symmetry Partners opened a new position in HealthStream (HSTM) in Q3 2026: 6,959 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #325 among its holdings.

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

Symmetry Partners held 6,959 shares of HealthStream worth $207K as of Q3 2026.
HealthStream was a new Symmetry Partners position in Q3 2026.
HealthStream made up 0.01% of Symmetry Partners's portfolio in Q3 2026, its #325 holding.
93 funds tracked by Wall St. Rank held HealthStream as of Q3 2026.

Based on Symmetry Partners's 13F filing for Q3 2026, filed 27 Oct 2026.