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Whipplewood Advisors’s HealthStream HSTM Stock Holding History

Whipplewood 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 		$1.1K Buy
+53
New +$1.13K ﹤0.01% 879
2025
Q3 		– Sell
-53
Closed -$1.47K – 706
2025
Q2 		$1.47K Sell
53
-47
-47% -$1.39K ﹤0.01% 943
2025
Q1 		$1.71K Buy
100
+47
+89% +$1.52K ﹤0.01% 925
2024
Q4 		$1.69K Buy
+53
New +$1.64K ﹤0.01% 913

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Whipplewood Advisors's HSTM Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in HealthStream (HSTM) in Q1 2026: 53 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #879 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in HSTM as recently as Q2 2025.

Whipplewood Advisors first reported a position in HSTM in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.71K in Q1 2025. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Whipplewood Advisors held 53 shares of HealthStream worth $1.1K as of Q1 2026.
  • HealthStream was a new Whipplewood Advisors position in Q1 2026.
  • HealthStream made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #879 holding.
  • Whipplewood Advisors first reported a position in HealthStream in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's HealthStream position peaked at $1.71K in Q1 2025.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.