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True Wealth Design’s HealthStream HSTM Stock Holding History

True Wealth Design’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
Q2 		– Sell
-74
Closed -$2.38K – 2686
2025
Q1 		$2.38K Hold
74
– – ﹤0.01% 946
2024
Q4 		$2.35K Hold
74
– – ﹤0.01% 696
2024
Q3 		$2.13K Buy
+74
New +$2.12K ﹤0.01% 767

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

True Wealth Design's HSTM Position: Q2 2025 in Review

True Wealth Design sold out of HealthStream (HSTM) in Q2 2025, closing a stake of 74 shares — an estimated $2.38K sold.

True Wealth Design first reported a position in HSTM in Q3 2024 and held it in 3 quarters. The position peaked at $2.38K in Q1 2025. 201 funds tracked by Wall St. Rank hold HSTM as of Q2 2025.

  • True Wealth Design reported no remaining HealthStream position as of Q2 2025 after selling out during the quarter.
  • True Wealth Design sold 74 HealthStream shares in Q2 2025, an estimated $2.38K.
  • True Wealth Design first reported a position in HealthStream in Q3 2024 and held it in 3 quarters.
  • True Wealth Design's HealthStream position peaked at $2.38K in Q1 2025.
  • 201 funds tracked by Wall St. Rank held HealthStream as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.