UBS Group’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.32M | Buy |
111,820
+39,735
| +55% | +$846K | ﹤0.01% | 4843 |
|
|
2025
Q4 | $1.66M | Sell |
72,085
-37,006
| -34% | -$931K | ﹤0.01% | 5129 |
|
|
2025
Q3 | $3.08M | Sell |
109,091
-1,505
| -1% | -$41.4K | ﹤0.01% | 4529 |
|
|
2025
Q2 | $3.06M | Sell |
110,596
-6,285
| -5% | -$186K | ﹤0.01% | 4375 |
|
|
2025
Q1 | $3.76M | Sell |
116,881
-28,459
| -20% | -$923K | ﹤0.01% | 4072 |
|
|
2024
Q4 | $4.62M | Buy |
145,340
+68,716
| +90% | +$2.12M | ﹤0.01% | 3926 |
|
|
2024
Q3 | $2.21M | Buy |
76,624
+22,184
| +41% | +$635K | ﹤0.01% | 3887 |
|
|
2024
Q2 | $1.52M | Buy |
54,440
+10,699
| +24% | +$285K | ﹤0.01% | 4033 |
|
|
2024
Q1 | $1.17M | Buy |
43,741
+7,443
| +21% | +$199K | ﹤0.01% | 4479 |
|
|
2023
Q4 | $981K | Buy |
36,298
+16,165
| +80% | +$402K | ﹤0.01% | 4513 |
|
|
2023
Q3 | $434K | Buy |
20,133
+2,453
| +14% | +$54.2K | ﹤0.01% | 4765 |
|
|
2023
Q2 | $434K | Sell |
17,680
-1,042
| -6% | -$25.9K | ﹤0.01% | 4943 |
|
|
2023
Q1 | $507K | Buy |
18,722
+9,486
| +103% | +$237K | ﹤0.01% | 4677 |
|
|
2022
Q4 | $229K | Buy |
9,236
+6,126
| +197% | +$147K | ﹤0.01% | 5350 |
|
|
2022
Q3 | $66K | Buy |
3,110
+2,495
| +406% | +$56.7K | ﹤0.01% | 6079 |
|
|
2022
Q2 | $13K | Sell |
615
-1,569
| -72% | -$31.3K | ﹤0.01% | 7509 |
|
|
2022
Q1 | $44K | Sell |
2,184
-16,438
| -88% | -$372K | ﹤0.01% | 6624 |
|
|
2021
Q4 | $491K | Buy |
18,622
+15,059
| +423% | +$398K | ﹤0.01% | 4993 |
|
|
2021
Q3 | $102K | Sell |
3,563
-8,502
| -70% | -$248K | ﹤0.01% | 5817 |
|
|
2021
Q2 | $337K | Sell |
12,065
-10,482
| -46% | -$264K | ﹤0.01% | 5006 |
|
|
2021
Q1 | $503K | Sell |
22,547
-7,183
| -24% | -$171K | ﹤0.01% | 4861 |
|
|
2020
Q4 | $649K | Buy |
29,730
+17,376
| +141% | +$349K | ﹤0.01% | 4383 |
|
|
2020
Q3 | $248K | Sell |
12,354
-1,606
| -12% | -$34.1K | ﹤0.01% | 4669 |
|
|
2020
Q2 | $309K | Sell |
13,960
-4,864
| -26% | -$113K | ﹤0.01% | 4497 |
|
|
2020
Q1 | $451K | Sell |
18,824
-14,669
| -44% | -$369K | ﹤0.01% | 4066 |
|
|
2019
Q4 | $911K | Buy |
33,493
+9,433
| +39% | +$259K | ﹤0.01% | 4310 |
|
|
2019
Q3 | $623K | Buy |
24,060
+15,362
| +177% | +$412K | ﹤0.01% | 4371 |
|
|
2019
Q2 | $225K | Buy |
8,698
+6,157
| +242% | +$162K | ﹤0.01% | 4850 |
|
|
2019
Q1 | $72K | Sell |
2,541
-8,547
| -77% | -$225K | ﹤0.01% | 5300 |
|
|
2018
Q4 | $268K | Buy |
11,088
+3,338
| +43% | +$86.6K | ﹤0.01% | 4725 |
|
|
2018
Q3 | $241K | Buy |
7,750
+2,738
| +55% | +$81.9K | ﹤0.01% | 4926 |
|
|
2018
Q2 | $137K | Buy |
5,012
+3,480
| +227% | +$92.3K | ﹤0.01% | 5220 |
|
|
2018
Q1 | $38K | Sell |
1,532
-828
| -35% | -$19.9K | ﹤0.01% | 5917 |
|
|
2017
Q4 | $55K | Sell |
2,360
-2,838
| -55% | -$66.8K | ﹤0.01% | 5768 |
|
|
2017
Q3 | $122K | Buy |
5,198
+4,184
| +413% | +$99.5K | ﹤0.01% | 5186 |
|
|
2017
Q2 | $27K | Buy |
1,014
+359
| +55% | +$9.87K | ﹤0.01% | 6075 |
|
|
2017
Q1 | $16K | Sell |
655
-3,293
| -83% | -$76.7K | ﹤0.01% | 6311 |
|
|
2016
Q4 | $99K | Buy |
3,948
+2,927
| +287% | +$75.4K | ﹤0.01% | 5292 |
|
|
2016
Q3 | $28K | Sell |
1,021
-739
| -42% | -$19.1K | ﹤0.01% | 6000 |
|
|
2016
Q2 | $47K | Buy |
1,760
+946
| +116% | +$22.2K | ﹤0.01% | 5568 |
|
|
2016
Q1 | $18K | Sell |
814
-1,109
| -58% | -$22.8K | ﹤0.01% | 6285 |
|
|
2015
Q4 | $42K | Sell |
1,923
-237
| -11% | -$5.54K | ﹤0.01% | 5970 |
|
|
2015
Q3 | $47K | Sell |
2,160
-1,113
| -34% | -$29.6K | ﹤0.01% | 5901 |
|
|
2015
Q2 | $100K | Buy |
3,273
+1,273
| +64% | +$36.4K | ﹤0.01% | 5406 |
|
|
2015
Q1 | $50K | Sell |
2,000
-2,263
| -53% | -$61.6K | ﹤0.01% | 6046 |
|
|
2014
Q4 | $126K | Buy |
+4,263
| New | +$121K | ﹤0.01% | 5469 |
|
Other funds holding HSTM
CCM
VCM
VPM
UBS Group's HSTM Position: Q1 2026 in Review
UBS Group increased its HealthStream (HSTM) stake by 55% in Q1 2026, buying an estimated $846K and bringing the position to 111,820 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #4843.
UBS Group first reported a position in HSTM in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.62M in Q4 2024. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.
- UBS Group held 111,820 shares of HealthStream worth $2.32M as of Q1 2026.
- UBS Group bought 39,735 HealthStream shares in Q1 2026, an estimated $846K.
- HealthStream made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4843 holding.
- UBS Group first reported a position in HealthStream in Q4 2014 and has held it in 46 quarters since.
- UBS Group's HealthStream position peaked at $4.62M in Q4 2024.
- 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.