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Twin Peaks Wealth Advisors’s HealthStream HSTM Stock Holding History

Twin Peaks Wealth Advisors’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
Q2 		– Sell
-613
Closed -$12.7K – 1109
2026
Q1 		$12.7K Buy
+613
New +$13.1K ﹤0.01% 938
2025
Q3 		– Sell
-47
Closed -$1.25K – 1048
2025
Q2 		$1.25K Buy
+47
New +$1.39K ﹤0.01% 1732

Other funds holding HSTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Twin Peaks Wealth Advisors's HSTM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of HealthStream (HSTM) in Q2 2026, closing a stake of 613 shares — an estimated $12.7K sold.

Twin Peaks Wealth Advisors first reported a position in HSTM in Q2 2025 and held it in 2 quarters. The position peaked at $12.7K in Q1 2026. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining HealthStream position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 613 HealthStream shares in Q2 2026, an estimated $12.7K.
  • Twin Peaks Wealth Advisors first reported a position in HealthStream in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's HealthStream position peaked at $12.7K in Q1 2026.
  • 218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.