UB
HSTM icon

UMB Bank’s HealthStream HSTM Stock Holding History

UMB Bank’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
Q2 		$12.9K Buy
474
+214
+82% +$5.01K ﹤0.01% 1851
2026
Q1 		$5.38K Buy
260
+197
+313% +$4.2K ﹤0.01% 2024
2025
Q4 		$1.45K Buy
63
+15
+31% +$377 ﹤0.01% 2193
2025
Q3 		$1.36K Sell
48
-2
-4% -$55 ﹤0.01% 2077
2025
Q2 		$1.38K Sell
50
-70
-58% -$2.07K ﹤0.01% 2033
2025
Q1 		$3.86K Buy
120
+59
+97% +$1.91K ﹤0.01% 1827
2024
Q4 		$1.94K Hold
61
– – ﹤0.01% 1947
2024
Q3 		$1.76K Buy
61
+41
+205% +$1.17K ﹤0.01% 2008
2024
Q2 		$558 Buy
20
+13
+186% +$347 ﹤0.01% 2072
2024
Q1 		$187 Buy
+7
New +$187 ﹤0.01% 2124

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

UMB Bank's HSTM Position: Q2 2026 in Review

UMB Bank increased its HealthStream (HSTM) stake by 82% in Q2 2026, buying an estimated $5.01K and bringing the position to 474 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

UMB Bank first reported a position in HSTM in Q1 2024 and has held it in 10 quarters since. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • UMB Bank held 474 shares of HealthStream worth $12.9K as of Q2 2026.
  • UMB Bank bought 214 HealthStream shares in Q2 2026, an estimated $5.01K.
  • HealthStream made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1851 holding.
  • UMB Bank first reported a position in HealthStream in Q1 2024 and has held it in 10 quarters since.
  • 219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.