Woodmont Investment Counsel’s HealthStream HSTM Stock Holding History

Woodmont Investment Counsel’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	$238K	Buy	+8,719	New	+$204K	0.01%	267
2025 Q4	–	Sell	-8,650	Closed	-$244K	–	263
2025 Q3	$244K	Hold	8,650	–	–	0.02%	240
2025 Q2	$239K	Hold	8,650	–	–	0.02%	255
2025 Q1	$278K	Hold	8,650	–	–	0.02%	238
2024 Q4	$275K	Buy	+8,650	New	+$267K	0.02%	237
2024 Q2	–	Sell	-13,475	Closed	-$359K	–	278
2024 Q1	$359K	Hold	13,475	–	–	0.03%	199
2023 Q4	$364K	Buy	+13,475	New	+$335K	0.03%	187
2023 Q1	–	Sell	-13,475	Closed	-$335K	–	251
2022 Q4	$335K	Hold	13,475	–	–	0.04%	200
2022 Q3	$286K	Buy	+13,475	New	+$306K	0.04%	205
2022 Q1	–	Sell	-10,925	Closed	-$288K	–	251
2021 Q4	$288K	Buy	+10,925	New	+$289K	0.04%	186
2016 Q4	–	Sell	-200	Closed	-$6K	–	382
2016 Q3	$6K	Buy	+200	New	+$5.17K	﹤0.01%	531
2016 Q2	–	Sell	-6,875	Closed	-$152K	–	310
2016 Q1	$152K	Buy	6,875 +200	+3%	+$4.12K	0.05%	186
2015 Q4	$147K	Hold	6,675	–	–	0.04%	195
2015 Q3	$146K	Hold	6,675	–	–	0.04%	193
2015 Q2	$203K	Buy	+6,675	New	+$191K	0.06%	173

Other funds holding HSTM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Woodmont Investment Counsel's HSTM Position: Q2 2026 in Review

Woodmont Investment Counsel opened a new position in HealthStream (HSTM) in Q2 2026: 8,719 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #267 among its holdings. This is a return to the name: Woodmont Investment Counsel previously reported a position in HSTM as recently as Q3 2025.

Woodmont Investment Counsel first reported a position in HSTM in Q2 2015 and has held it in 15 quarters since. The position peaked at $364K in Q4 2023. 51 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Woodmont Investment Counsel held 8,719 shares of HealthStream worth $238K as of Q2 2026.
HealthStream was a new Woodmont Investment Counsel position in Q2 2026.
HealthStream made up 0.01% of Woodmont Investment Counsel's portfolio in Q2 2026, its #267 holding.
Woodmont Investment Counsel first reported a position in HealthStream in Q2 2015 and has held it in 15 quarters since.
Woodmont Investment Counsel's HealthStream position peaked at $364K in Q4 2023.
51 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.