Vontobel Holding’s HealthStream HSTM Stock Holding History

Vontobel Holding’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
2025 Q3	–	Sell	-7,471	Closed	-$207K	–	1389
2025 Q2	$207K	Buy	7,471 +218	+3%	+$6.44K	﹤0.01%	1162
2025 Q1	$233K	Sell	7,253 -4,561	-39%	-$148K	﹤0.01%	972
2024 Q4	$376K	Sell	11,814 -5,725	-33%	-$177K	﹤0.01%	863
2024 Q3	$506K	Sell	17,539 -713	-4%	-$20.4K	﹤0.01%	782
2024 Q2	$509K	Sell	18,252 -2,300	-11%	-$61.3K	﹤0.01%	758
2024 Q1	$548K	Buy	+20,552	New	+$550K	﹤0.01%	748

Other funds holding HSTM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

Vontobel Holding's HSTM Position: Q3 2025 in Review

Vontobel Holding sold out of HealthStream (HSTM) in Q3 2025, closing a stake of 7,471 shares — an estimated $207K sold.

Vontobel Holding first reported a position in HSTM in Q1 2024 and held it in 6 quarters. The position peaked at $548K in Q1 2024. 200 funds tracked by Wall St. Rank hold HSTM as of Q3 2025.

Vontobel Holding reported no remaining HealthStream position as of Q3 2025 after selling out during the quarter.
Vontobel Holding sold 7,471 HealthStream shares in Q3 2025, an estimated $207K.
Vontobel Holding first reported a position in HealthStream in Q1 2024 and held it in 6 quarters.
Vontobel Holding's HealthStream position peaked at $548K in Q1 2024.
200 funds tracked by Wall St. Rank held HealthStream as of Q3 2025.

Based on Vontobel Holding's 13F filing for Q3 2025, filed 15 Oct 2025.