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Blue Trust Inc’s HealthEquity HQY Stock Holding History

Blue Trust Inc’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.88K Buy
+54
New +$4.58K ﹤0.01% 2028
2025
Q2 		– Sell
-103
Closed -$9.1K – 2527
2025
Q1 		$9.1K Hold
103
– – ﹤0.01% 1928
2024
Q4 		$9.88K Sell
103
-169
-62% -$15.7K ﹤0.01% 1891
2024
Q3 		$23.4K Buy
+272
New +$21K ﹤0.01% 1881
2024
Q1 		– Sell
-9
Closed -$1K – 2433
2023
Q4 		$1K Buy
+9
New +$624 ﹤0.01% 2329
2023
Q2 		– Sell
-52
Closed -$3K – 2246
2023
Q1 		$3K Buy
52
+46
+767% +$2.79K ﹤0.01% 1921
2022
Q4 		$0 Sell
6
-1
-14% -$67 ﹤0.01% 2336
2022
Q3 		$0 Hold
7
– – ﹤0.01% 2193
2022
Q2 		$0 Buy
+7
New +$448 ﹤0.01% 1937

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Blue Trust Inc's HQY Position: Q2 2026 in Review

Blue Trust Inc opened a new position in HealthEquity (HQY) in Q2 2026: 54 shares worth $4.88K. The stake represents ﹤0.01% of the portfolio and ranks #2028 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in HQY as recently as Q1 2025.

Blue Trust Inc first reported a position in HQY in Q2 2022 and has held it in 9 quarters since. The position peaked at $23.4K in Q3 2024. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Blue Trust Inc held 54 shares of HealthEquity worth $4.88K as of Q2 2026.
  • HealthEquity was a new Blue Trust Inc position in Q2 2026.
  • HealthEquity made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2028 holding.
  • Blue Trust Inc first reported a position in HealthEquity in Q2 2022 and has held it in 9 quarters since.
  • Blue Trust Inc's HealthEquity position peaked at $23.4K in Q3 2024.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.