UBS AM
HSTM icon

UBS AM’s HealthStream HSTM Stock Holding History

UBS AM’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 		$584K Buy
28,185
+450
+2% +$9.58K ﹤0.01% 2509
2025
Q4 		$640K Sell
27,735
-7,183
-21% -$181K ﹤0.01% 2273
2025
Q3 		$986K Sell
34,918
-40,433
-54% -$1.11M ﹤0.01% 2014
2025
Q2 		$2.08M Buy
75,351
+20,997
+39% +$621K ﹤0.01% 2119
2025
Q1 		$1.75M Buy
54,354
+7,211
+15% +$234K ﹤0.01% 2055
2024
Q4 		$1.5M Buy
47,143
+68
+0.1% +$2.1K ﹤0.01% 2177
2024
Q3 		$1.36M Sell
47,075
-6,080
-11% -$174K ﹤0.01% 2230
2024
Q2 		$1.48M Buy
53,155
+27,362
+106% +$729K ﹤0.01% 2157
2024
Q1 		$688K Hold
25,793
– – ﹤0.01% 2185
2023
Q4 		$697K Buy
25,793
+5,448
+27% +$135K ﹤0.01% 2208
2023
Q3 		$439K Hold
20,345
– – ﹤0.01% 2344
2023
Q2 		$551K Hold
20,345
– – ﹤0.01% 2281
2023
Q1 		$551K Buy
20,345
+10,206
+101% +$255K ﹤0.01% 2281
2022
Q4 		$252K Sell
10,139
-11,818
-54% -$284K ﹤0.01% 2383
2022
Q3 		$467K Hold
21,957
– – ﹤0.01% 2370
2022
Q2 		$477K Buy
21,957
+8,211
+60% +$164K ﹤0.01% 2335
2022
Q1 		$274K Sell
13,746
-9,560
-41% -$216K ﹤0.01% 2616
2021
Q4 		$614K Hold
23,306
– – ﹤0.01% 2463
2021
Q3 		$666K Sell
23,306
-3,552
-13% -$104K ﹤0.01% 2363
2021
Q2 		$750K Buy
26,858
+1,887
+8% +$47.5K ﹤0.01% 2358
2021
Q1 		$558K Hold
24,971
– – ﹤0.01% 2349
2020
Q4 		$545K Buy
24,971
+9,560
+62% +$192K ﹤0.01% 2274
2020
Q3 		$309K Sell
15,411
-9,560
-38% -$203K ﹤0.01% 2294
2020
Q2 		$553K Buy
24,971
+5,231
+26% +$121K ﹤0.01% 2076
2020
Q1 		$473K Sell
19,740
-203
-1% -$5.1K ﹤0.01% 1997
2019
Q4 		$542K Sell
19,943
-74
-0.4% -$2.04K ﹤0.01% 2201
2019
Q3 		$518K Buy
20,017
+3,782
+23% +$102K ﹤0.01% 2277
2019
Q2 		$420K Sell
16,235
-297
-2% -$7.8K ﹤0.01% 2286
2019
Q1 		$464K Buy
16,532
+16,339
+8,466% +$429K ﹤0.01% 2136
2018
Q4 		$4.66K Sell
193
-15,835
-99% -$411K ﹤0.01% 2696
2018
Q3 		$497K Hold
16,028
– – ﹤0.01% 2085
2018
Q2 		$438K Buy
16,028
+15,835
+8,205% +$420K ﹤0.01% 2153
2018
Q1 		$4.79K Buy
+193
New +$4.64K ﹤0.01% 2607
2017
Q3 		– Sell
-7,799
Closed -$205K – 2545
2017
Q2 		$205K Buy
+7,799
New +$214K ﹤0.01% 2213
2016
Q4 		– Sell
-11,999
Closed -$331K – 2562
2016
Q3 		$331K Hold
11,999
– – ﹤0.01% 2212
2016
Q2 		$318K Hold
11,999
– – ﹤0.01% 2201
2016
Q1 		$265K Hold
11,999
– – ﹤0.01% 2278
2015
Q4 		$264K Hold
11,999
– – ﹤0.01% 2400
2015
Q3 		$262K Hold
11,999
– – ﹤0.01% 2360
2015
Q2 		$365K Buy
11,999
+2,600
+28% +$74.4K ﹤0.01% 2241
2015
Q1 		$237K Hold
9,399
– – ﹤0.01% 2396
2014
Q4 		$277K Buy
+9,399
New +$267K ﹤0.01% 2277

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

UBS AM's HSTM Position: Q1 2026 in Review

UBS AM increased its HealthStream (HSTM) stake by 1.6% in Q1 2026, buying an estimated $9.58K and bringing the position to 28,185 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #2509.

UBS AM first reported a position in HSTM in Q4 2014 and has held it in 42 quarters since. The position peaked at $2.08M in Q2 2025. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • UBS AM held 28,185 shares of HealthStream worth $584K as of Q1 2026.
  • UBS AM bought 450 HealthStream shares in Q1 2026, an estimated $9.58K.
  • HealthStream made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2509 holding.
  • UBS AM first reported a position in HealthStream in Q4 2014 and has held it in 42 quarters since.
  • UBS AM's HealthStream position peaked at $2.08M in Q2 2025.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.