Wealth Enhancement Advisory Services
HSTM icon

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
Q3 		$420K Buy
12,945
+810
+7% +$23.3K ﹤0.01% 3008
2026
Q2 		$341K Buy
+12,135
New +$284K ﹤0.01% 3073

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Creative Planning
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Principal Financial Group
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Bridge City Capital
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Cambiar Investors
Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's HSTM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its HealthStream (HSTM) stake by 6.7% in Q3 2026, buying an estimated $23.3K and bringing the position to 12,945 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #3008.

Wealth Enhancement Advisory Services first reported a position in HSTM in Q2 2026 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold HSTM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 12,945 shares of HealthStream worth $420K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 810 HealthStream shares in Q3 2026, an estimated $23.3K.
  • HealthStream made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3008 holding.
  • Wealth Enhancement Advisory Services first reported a position in HealthStream in Q2 2026 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held HealthStream as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.