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Cassaday & Co Wealth Management’s HealthEquity HQY Stock Holding History

Cassaday & Co Wealth Management’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 		$181 Hold
2
– – ﹤0.01% 1226
2026
Q1 		$168 Buy
+2
New +$164 ﹤0.01% 1287

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Vanguard Portfolio Management
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State Street
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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

Cassaday & Co Wealth Management's HQY Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its HealthEquity (HQY) position steady in Q2 2026 at 2 shares worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Cassaday & Co Wealth Management first reported a position in HQY in Q1 2026 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Cassaday & Co Wealth Management held 2 shares of HealthEquity worth $181 as of Q2 2026.
  • Cassaday & Co Wealth Management left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1226 holding.
  • Cassaday & Co Wealth Management first reported a position in HealthEquity in Q1 2026 and has held it in 2 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.