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 $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 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.