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

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 $3.37T AUM 44.26% 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

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.

218 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.
218 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.