TPWA
HSTM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

Twin Peaks Wealth Advisors's HSTM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in HealthStream (HSTM) in Q1 2026: 613 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #938 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in HSTM as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in HSTM in Q2 2025 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Twin Peaks Wealth Advisors held 613 shares of HealthStream worth $12.7K as of Q1 2026.
  • HealthStream was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • HealthStream made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #938 holding.
  • Twin Peaks Wealth Advisors first reported a position in HealthStream in Q2 2025 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.