Carson Wealth (CWM LLC)
HQY icon

Carson Wealth (CWM LLC)’s HealthEquity HQY Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.09M Buy
12,988
+5,583
+75% +$458K ﹤0.01% 1492
2025
Q4 		$678K Buy
7,405
+979
+15% +$93.7K ﹤0.01% 1730
2025
Q3 		$609K Buy
6,426
+3,183
+98% +$300K ﹤0.01% 1690
2025
Q2 		$340K Sell
3,243
-44
-1% -$4.17K ﹤0.01% 1785
2025
Q1 		$290K Buy
3,287
+410
+14% +$42K ﹤0.01% 1690
2024
Q4 		$276K Sell
2,877
-758
-21% -$70.6K ﹤0.01% 1645
2024
Q3 		$298K Sell
3,635
-323
-8% -$24.9K ﹤0.01% 1546
2024
Q2 		$341K Buy
3,958
+255
+7% +$20.6K ﹤0.01% 1335
2024
Q1 		$302K Buy
3,703
+242
+7% +$18.9K ﹤0.01% 1330
2023
Q4 		$229K Sell
3,461
-967
-22% -$67K ﹤0.01% 1357
2023
Q3 		$323K Sell
4,428
-330
-7% -$22.3K ﹤0.01% 1133
2023
Q2 		$300K Sell
4,758
-82,602
-95% -$4.79M ﹤0.01% 1108
2023
Q1 		$5.13M Sell
87,360
-4,978
-5% -$302K 0.03% 316
2022
Q4 		$5.69M Sell
92,338
-15,297
-14% -$1.03M 0.04% 280
2022
Q3 		$7.23M Sell
107,635
-3,779
-3% -$239K 0.06% 232
2022
Q2 		$6.84M Sell
111,414
-16,224
-13% -$1.04M 0.05% 247
2022
Q1 		$8.61M Sell
127,638
-12,526
-9% -$676K 0.06% 227
2021
Q4 		$6.2M Buy
+140,164
New +$8.16M 0.04% 274
2021
Q2 		$12.4M Hold
154,376
– – 0.1% 180
2021
Q1 		$12.4M Hold
154,376
– – 0.1% 180
2020
Q4 		$12.4M Hold
154,376
– – 0.1% 180
2020
Q3 		$12.4M Hold
154,376
– – 0.1% 180
2020
Q2 		$12.4M Hold
154,376
– – 0.1% 180
2020
Q1 		$12.4M Hold
154,376
– – 0.1% 180
2019
Q4 		$12.4M Hold
154,376
– – 0.1% 180
2019
Q3 		$12.4M Hold
154,376
– – 0.1% 180
2019
Q2 		$12.4M Hold
154,376
– – 0.1% 180
2019
Q1 		$12.4M Buy
+154,376
New +$10.9M 0.1% 180

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HQY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its HealthEquity (HQY) stake by 75% in Q1 2026, buying an estimated $458K and bringing the position to 12,988 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Carson Wealth (CWM LLC) first reported a position in HQY in Q1 2019 and has held it in 28 quarters since. The position peaked at $12.4M in Q2 2021. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,988 shares of HealthEquity worth $1.09M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,583 HealthEquity shares in Q1 2026, an estimated $458K.
  • HealthEquity made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1492 holding.
  • Carson Wealth (CWM LLC) first reported a position in HealthEquity in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s HealthEquity position peaked at $12.4M in Q2 2021.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.