CFO
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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
Q2 		$718K Buy
+7,954
New +$674K 0.01% 694
2026
Q1 		– Sell
-2,484
Closed -$228K – 1155
2025
Q4 		$228K Buy
+2,484
New +$238K ﹤0.01% 1014

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 $3.38T AUM 44.17% 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

Callan Family Office's HQY Position: Q2 2026 in Review

Callan Family Office opened a new position in HealthEquity (HQY) in Q2 2026: 7,954 shares worth $718K. The stake represents 0.01% of the portfolio and ranks #694 among its holdings. This is a return to the name: Callan Family Office previously reported a position in HQY as recently as Q4 2025.

Callan Family Office first reported a position in HQY in Q4 2025 and has held it in 2 quarters since. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Callan Family Office held 7,954 shares of HealthEquity worth $718K as of Q2 2026.
  • HealthEquity was a new Callan Family Office position in Q2 2026.
  • HealthEquity made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #694 holding.
  • Callan Family Office first reported a position in HealthEquity in Q4 2025 and has held it in 2 quarters since.
  • 501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.