TD Asset Management
HSTM icon

TD Asset Management’s HealthStream HSTM Stock Holding History

TD Asset Management’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
Q1 		– Sell
-6,400
Closed -$204K – 1237
2024
Q4 		$204K Sell
6,400
-1,700
-21% -$52.5K ﹤0.01% 1229
2024
Q3 		$230K Sell
8,100
-13,200
-62% -$378K ﹤0.01% 1357
2024
Q2 		$594K Sell
21,300
-9,400
-31% -$251K ﹤0.01% 1247
2024
Q1 		$818K Hold
30,700
– – ﹤0.01% 1213
2023
Q4 		$830K Hold
30,700
– – ﹤0.01% 1219
2023
Q3 		$663K Hold
30,700
– – ﹤0.01% 1221
2023
Q2 		$754K Buy
30,700
+22,500
+274% +$558K ﹤0.01% 1187
2023
Q1 		$222K Buy
+8,200
New +$205K ﹤0.01% 1371

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

TD Asset Management's HSTM Position: Q1 2025 in Review

TD Asset Management sold out of HealthStream (HSTM) in Q1 2025, closing a stake of 6,400 shares — an estimated $204K sold.

TD Asset Management first reported a position in HSTM in Q1 2023 and held it in 8 quarters. The position peaked at $830K in Q4 2023. 211 funds tracked by Wall St. Rank hold HSTM as of Q1 2025.

  • TD Asset Management reported no remaining HealthStream position as of Q1 2025 after selling out during the quarter.
  • TD Asset Management sold 6,400 HealthStream shares in Q1 2025, an estimated $204K.
  • TD Asset Management first reported a position in HealthStream in Q1 2023 and held it in 8 quarters.
  • TD Asset Management's HealthStream position peaked at $830K in Q4 2023.
  • 211 funds tracked by Wall St. Rank held HealthStream as of Q1 2025.

Based on TD Asset Management's 13F filing for Q1 2025, filed 7 May 2025.