Wells Fargo’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $185K | Sell |
8,951
-17,535
| -66% | -$373K | ﹤0.01% | 4744 |
|
|
2025
Q4 | $611K | Buy |
26,486
+9,038
| +52% | +$227K | ﹤0.01% | 4338 |
|
|
2025
Q3 | $493K | Buy |
17,448
+2,758
| +19% | +$75.8K | ﹤0.01% | 4315 |
|
|
2025
Q2 | $406K | Buy |
14,690
+1,009
| +7% | +$29.8K | ﹤0.01% | 4293 |
|
|
2025
Q1 | $440K | Buy |
13,681
+336
| +3% | +$10.9K | ﹤0.01% | 4186 |
|
|
2024
Q4 | $424K | Buy |
13,345
+3,409
| +34% | +$105K | ﹤0.01% | 4296 |
|
|
2024
Q3 | $287K | Buy |
9,936
+215
| +2% | +$6.16K | ﹤0.01% | 4344 |
|
|
2024
Q2 | $271K | Buy |
9,721
+1,735
| +22% | +$46.3K | ﹤0.01% | 4309 |
|
|
2024
Q1 | $213K | Buy |
7,986
+984
| +14% | +$26.3K | ﹤0.01% | 4429 |
|
|
2023
Q4 | $189K | Buy |
7,002
+1,251
| +22% | +$31.1K | ﹤0.01% | 4495 |
|
|
2023
Q3 | $124K | Sell |
5,751
-5,275
| -48% | -$117K | ﹤0.01% | 4654 |
|
|
2023
Q2 | $271K | Buy |
11,026
+5,297
| +92% | +$131K | ﹤0.01% | 4389 |
|
|
2023
Q1 | $155K | Buy |
5,729
+4,996
| +682% | +$125K | ﹤0.01% | 4580 |
|
|
2022
Q4 | $18.2K | Sell |
733
-803
| -52% | -$19.3K | ﹤0.01% | 5303 |
|
|
2022
Q3 | $32K | Sell |
1,536
-192
| -11% | -$4.37K | ﹤0.01% | 5156 |
|
|
2022
Q2 | $37K | Sell |
1,728
-34,862
| -95% | -$695K | ﹤0.01% | 5164 |
|
|
2022
Q1 | $728K | Sell |
36,590
-7,102
| -16% | -$161K | ﹤0.01% | 4137 |
|
|
2021
Q4 | $1.15M | Sell |
43,692
-62,632
| -59% | -$1.66M | ﹤0.01% | 4004 |
|
|
2021
Q3 | $3.04M | Buy |
106,324
+60,215
| +131% | +$1.76M | ﹤0.01% | 3306 |
|
|
2021
Q2 | $1.29M | Sell |
46,109
-8,957
| -16% | -$225K | ﹤0.01% | 4035 |
|
|
2021
Q1 | $1.23M | Sell |
55,066
-49,876
| -48% | -$1.19M | ﹤0.01% | 4100 |
|
|
2020
Q4 | $2.29M | Sell |
104,942
-4,571
| -4% | -$91.8K | ﹤0.01% | 3398 |
|
|
2020
Q3 | $2.2M | Sell |
109,513
-3,379
| -3% | -$71.8K | ﹤0.01% | 3231 |
|
|
2020
Q2 | $2.5M | Buy |
112,892
+58,037
| +106% | +$1.34M | ﹤0.01% | 3103 |
|
|
2020
Q1 | $1.31M | Buy |
54,855
+7,432
| +16% | +$187K | ﹤0.01% | 3346 |
|
|
2019
Q4 | $1.29M | Buy |
47,423
+625
| +1% | +$17.2K | ﹤0.01% | 3683 |
|
|
2019
Q3 | $1.21M | Buy |
46,798
+1,052
| +2% | +$28.2K | ﹤0.01% | 3693 |
|
|
2019
Q2 | $1.18M | Sell |
45,746
-13,455
| -23% | -$353K | ﹤0.01% | 3751 |
|
|
2019
Q1 | $1.66M | Buy |
59,201
+7,156
| +14% | +$188K | ﹤0.01% | 3509 |
|
|
2018
Q4 | $1.26M | Buy |
52,045
+9,983
| +24% | +$259K | ﹤0.01% | 3666 |
|
|
2018
Q3 | $1.3M | Buy |
42,062
+2,307
| +6% | +$69K | ﹤0.01% | 3760 |
|
|
2018
Q2 | $1.08M | Buy |
39,755
+23,895
| +151% | +$634K | ﹤0.01% | 3937 |
|
|
2018
Q1 | $394K | Buy |
15,860
+93
| +0.6% | +$2.23K | ﹤0.01% | 4570 |
|
|
2017
Q4 | $365K | Sell |
15,767
-16,595
| -51% | -$391K | ﹤0.01% | 4619 |
|
|
2017
Q3 | $756K | Buy |
32,362
+10,581
| +49% | +$252K | ﹤0.01% | 4047 |
|
|
2017
Q2 | $573K | Buy |
21,781
+206
| +1% | +$5.66K | ﹤0.01% | 4127 |
|
|
2017
Q1 | $523K | Buy |
21,575
+3,615
| +20% | +$84.2K | ﹤0.01% | 4209 |
|
|
2016
Q4 | $449K | Buy |
17,960
+8,879
| +98% | +$229K | ﹤0.01% | 4269 |
|
|
2016
Q3 | $251K | Buy |
9,081
+160
| +2% | +$4.14K | ﹤0.01% | 4346 |
|
|
2016
Q2 | $237K | Sell |
8,921
-1,660
| -16% | -$39K | ﹤0.01% | 4309 |
|
|
2016
Q1 | $233K | Buy |
10,581
+1,559
| +17% | +$32.1K | ﹤0.01% | 4310 |
|
|
2015
Q4 | $198K | Buy |
9,022
+3,444
| +62% | +$80.4K | ﹤0.01% | 4462 |
|
|
2015
Q3 | $122K | Sell |
5,578
-1,273
| -19% | -$33.8K | ﹤0.01% | 4755 |
|
|
2015
Q2 | $208K | Buy |
6,851
+5,675
| +483% | +$162K | ﹤0.01% | 4589 |
|
|
2015
Q1 | $30K | Buy |
1,176
+194
| +20% | +$5.28K | ﹤0.01% | 5223 |
|
|
2014
Q4 | $29K | Sell |
982
-109,624
| -99% | -$3.11M | ﹤0.01% | 5222 |
|
|
2014
Q3 | $2.66M | Sell |
110,606
-48,137
| -30% | -$1.21M | ﹤0.01% | 2819 |
|
|
2014
Q2 | $3.86M | Sell |
158,743
-52,865
| -25% | -$1.32M | ﹤0.01% | 2521 |
|
|
2014
Q1 | $5.65M | Buy |
211,608
+119,962
| +131% | +$3.56M | ﹤0.01% | 2242 |
|
|
2013
Q4 | $2.99M | Sell |
91,646
-47,202
| -34% | -$1.61M | ﹤0.01% | 2637 |
|
|
2013
Q3 | $5.26M | Sell |
138,848
-954
| -0.7% | -$31.1K | ﹤0.01% | 2146 |
|
|
2013
Q2 | $3.54M | Buy |
+139,802
| New | +$3.37M | ﹤0.01% | 2382 |
|
Other funds holding HSTM
CCM
VCM
VPM
Wells Fargo's HSTM Position: Q1 2026 in Review
Wells Fargo reduced its HealthStream (HSTM) stake by 66% in Q1 2026, selling an estimated $373K and leaving 8,951 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #4744.
Wells Fargo first reported a position in HSTM in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.65M in Q1 2014. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.
- Wells Fargo held 8,951 shares of HealthStream worth $185K as of Q1 2026.
- Wells Fargo sold 17,535 HealthStream shares in Q1 2026, an estimated $373K.
- HealthStream made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #4744 holding.
- Wells Fargo first reported a position in HealthStream in Q2 2013 and has held it in 52 quarters since.
- Wells Fargo's HealthStream position peaked at $5.65M in Q1 2014.
- 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.