Wealth Preservation Advisors’s HealthStream HSTM Stock Holding History

Wealth Preservation Advisors’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	–	Sell	-23	Closed	-$476	–	453
2026 Q1	$476	Buy	+23	New	+$490	﹤0.01%	789

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 Preservation Advisors's HSTM Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of HealthStream (HSTM) in Q2 2026, closing a stake of 23 shares — an estimated $476 sold.

Wealth Preservation Advisors first reported a position in HSTM in Q1 2026 and held it in 1 quarter. The position peaked at $476 in Q1 2026. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Wealth Preservation Advisors reported no remaining HealthStream position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 23 HealthStream shares in Q2 2026, an estimated $476.
Wealth Preservation Advisors first reported a position in HealthStream in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's HealthStream position peaked at $476 in Q1 2026.
218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.