Virtus ETF Advisers’s HealthStream HSTM Stock Holding History

Virtus ETF Advisers’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 Q1	$104K	Hold	5,015	–	–	0.05%	331
2025 Q4	$116K	Hold	5,015	–	–	0.05%	318
2025 Q3	$142K	Hold	5,015	–	–	0.08%	258
2025 Q2	$139K	Hold	5,015	–	–	0.08%	247
2025 Q1	$161K	Buy	+5,015	New	+$163K	0.1%	242

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Virtus ETF Advisers's HSTM Position: Q1 2026 in Review

Virtus ETF Advisers held its HealthStream (HSTM) position steady in Q1 2026 at 5,015 shares worth $104K. The position accounts for 0.05% of the portfolio, ranked #331.

Virtus ETF Advisers first reported a position in HSTM in Q1 2025 and has held it in 5 quarters since. The position peaked at $161K in Q1 2025. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

Virtus ETF Advisers held 5,015 shares of HealthStream worth $104K as of Q1 2026.
Virtus ETF Advisers left its HealthStream share count unchanged in Q1 2026.
HealthStream made up 0.05% of Virtus ETF Advisers's portfolio in Q1 2026, its #331 holding.
Virtus ETF Advisers first reported a position in HealthStream in Q1 2025 and has held it in 5 quarters since.
Virtus ETF Advisers's HealthStream position peaked at $161K in Q1 2025.
197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Virtus ETF Advisers's 13F filing for Q1 2026, filed 14 May 2026.