UBS Group
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UBS Group’s HealthStream HSTM Stock Holding History

UBS Group’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
2015
Q2 		– Sell
-400
Closed -$10K – 8648
2015
Q1 		$10K Buy
+400
New +$10.9K ﹤0.01% 7633

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

UBS Group's HSTM Position: Q2 2026 in Review

UBS Group increased its HealthStream (HSTM) stake by 34% in Q2 2026, buying an estimated $896K and bringing the position to 150,118 shares worth $4.09M. The position accounts for ﹤0.01% of the portfolio, ranked #4381.

UBS Group first reported a position in HSTM in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.62M in Q4 2024. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • UBS Group held 150,118 shares of HealthStream worth $4.09M as of Q2 2026.
  • UBS Group bought 38,298 HealthStream shares in Q2 2026, an estimated $896K.
  • HealthStream made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4381 holding.
  • UBS Group first reported a position in HealthStream in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's HealthStream position peaked at $4.62M in Q4 2024.
  • 218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.