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 Q2	–	Sell	-53	Closed	-$1.1K	–	841
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 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 $3.38T AUM 44.17% 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

Whipplewood Advisors's HSTM Position: Q2 2026 in Review

Whipplewood Advisors sold out of HealthStream (HSTM) in Q2 2026, closing a stake of 53 shares — an estimated $1.1K sold.

Whipplewood Advisors first reported a position in HSTM in Q4 2024 and held it in 4 quarters. The position peaked at $1.71K in Q1 2025. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Whipplewood Advisors reported no remaining HealthStream position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 53 HealthStream shares in Q2 2026, an estimated $1.1K.
Whipplewood Advisors first reported a position in HealthStream in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's HealthStream position peaked at $1.71K in Q1 2025.
218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.