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Creative Planning HSTM Position History
HealthStream, Inc. • Healthcare
Quarters held
12
Latest value
$11.5M
Q3 2026
Peak value
$11.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $871K |
| Q3 2025 | $91K |
| Q4 2025 | $1.4M |
| Q4 2025 | $81K |
| Q1 2026 | $116K |
| Q1 2026 | $4.5M |
| Q2 2026 | $86K |
| Q2 2026 | $137K |
| Q2 2026 | $7.7M |
| Q3 2026 | $62K |
| Q3 2026 | $166K |
| Q3 2026 | $11.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.5M | 388.4K | — | — |
| Q3 2026 | $166K | 5.6K | — | — |
| Q3 2026 | $62K | 35.8K | — | — |
| Q2 2026 | $7.7M | 280.8K | — | — |
| Q2 2026 | $137K | 5.0K | — | — |
| Q2 2026 | $86K | 43.3K | — | — |
| Q1 2026 | $4.5M | 218.2K | — | — |
| Q1 2026 | $116K | 91.3K | — | — |
| Q4 2025 | $81K | 33.8K | — | — |
| Q4 2025 | $1.4M | 59.3K | — | — |
| Q3 2025 | $91K | 3.2K | — | — |
| Q3 2025 | $871K | 30.9K | — | — |
Other funds holding HSTM
$96.8M
$83.3M
$79.9M
$79.2M
$78.7M
$76.9M
$54.3M