Universal-Beteiligungs- und Servicegesellschaft’s HealthStream HSTM Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$401K	Buy	14,705 +2,018	+16%	+$47.2K	﹤0.01%	1854
2026 Q1	$263K	Sell	12,687 -7,207	-36%	-$153K	﹤0.01%	1907
2025 Q4	$459K	Buy	19,894 +7,521	+61%	+$189K	﹤0.01%	1739
2025 Q3	$349K	Buy	12,373 +897	+8%	+$24.7K	﹤0.01%	1849
2025 Q2	$318K	Sell	11,476 -7,808	-40%	-$231K	﹤0.01%	1815
2025 Q1	$621K	Buy	+19,284	New	+$625K	﹤0.01%	1595

Other funds holding HSTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's HSTM Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its HealthStream (HSTM) stake by 16% in Q2 2026, buying an estimated $47.2K and bringing the position to 14,705 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in HSTM in Q1 2025 and has held it in 6 quarters since. The position peaked at $621K in Q1 2025. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 14,705 shares of HealthStream worth $401K as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 2,018 HealthStream shares in Q2 2026, an estimated $47.2K.
HealthStream made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1854 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in HealthStream in Q1 2025 and has held it in 6 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's HealthStream position peaked at $621K in Q1 2025.
218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.