Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s HealthStream HSTM Stock Holding History

Wealth Enhancement Advisory Services’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	$341K	Buy	+12,135	New	+$284K	﹤0.01%	3073

Other funds holding HSTM

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Wealth Enhancement Advisory Services's HSTM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in HealthStream (HSTM) in Q2 2026: 12,135 shares worth $341K. The stake represents ﹤0.01% of the portfolio and ranks #3073 among its holdings.

13 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Wealth Enhancement Advisory Services held 12,135 shares of HealthStream worth $341K as of Q2 2026.
HealthStream was a new Wealth Enhancement Advisory Services position in Q2 2026.
HealthStream made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3073 holding.
13 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.