Callan Family Office’s HealthEquity HQY Stock Holding History

Callan Family Office’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 Q1	–	Sell	-2,484	Closed	-$228K	–	1155
2025 Q4	$228K	Buy	+2,484	New	+$238K	﹤0.01%	1014

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Callan Family Office's HQY Position: Q1 2026 in Review

Callan Family Office sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 2,484 shares — an estimated $228K sold.

Callan Family Office first reported a position in HQY in Q4 2025 and held it in 1 quarter. The position peaked at $228K in Q4 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Callan Family Office reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
Callan Family Office sold 2,484 HealthEquity shares in Q1 2026, an estimated $228K.
Callan Family Office first reported a position in HealthEquity in Q4 2025 and held it in 1 quarter.
Callan Family Office's HealthEquity position peaked at $228K in Q4 2025.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.