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 Q1	$476	Buy	+23	New	+$490	﹤0.01%	789

Other funds holding HSTM

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

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

CCM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

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

Wealth Preservation Advisors's HSTM Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in HealthStream (HSTM) in Q1 2026: 23 shares worth $476. The stake represents ﹤0.01% of the portfolio and ranks #789 among its holdings.

197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

Wealth Preservation Advisors held 23 shares of HealthStream worth $476 as of Q1 2026.
HealthStream was a new Wealth Preservation Advisors position in Q1 2026.
HealthStream made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #789 holding.
197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.