Central Trust Company’s HealthEquity HQY Stock Holding History

Central Trust Company’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	$4.43K	Sell	49 -29	-37%	-$2.46K	﹤0.01%	1329
2026 Q1	$6.52K	Buy	78 +15	+24%	+$1.23K	﹤0.01%	1224
2025 Q4	$5.77K	Buy	63 +6	+11%	+$574	﹤0.01%	1197
2025 Q3	$5.4K	Hold	57	–	–	﹤0.01%	1184
2025 Q2	$5.97K	Hold	57	–	–	﹤0.01%	1190
2025 Q1	$5.04K	Hold	57	–	–	﹤0.01%	1209
2024 Q4	$5.47K	Hold	57	–	–	﹤0.01%	1191
2024 Q3	$4.67K	Hold	57	–	–	﹤0.01%	1162
2024 Q2	$4.91K	Hold	57	–	–	﹤0.01%	1177
2024 Q1	$4.65K	Hold	57	–	–	﹤0.01%	1178
2023 Q4	$3.78K	Hold	57	–	–	﹤0.01%	1201
2023 Q3	$4.16K	Buy	+57	New	+$3.85K	﹤0.01%	1157

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Central Trust Company's HQY Position: Q2 2026 in Review

Central Trust Company reduced its HealthEquity (HQY) stake by 37% in Q2 2026, selling an estimated $2.46K and leaving 49 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Central Trust Company first reported a position in HQY in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.52K in Q1 2026. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Central Trust Company held 49 shares of HealthEquity worth $4.43K as of Q2 2026.
Central Trust Company sold 29 HealthEquity shares in Q2 2026, an estimated $2.46K.
HealthEquity made up ﹤0.01% of Central Trust Company's portfolio in Q2 2026, its #1329 holding.
Central Trust Company first reported a position in HealthEquity in Q3 2023 and has held it in 12 quarters since.
Central Trust Company's HealthEquity position peaked at $6.52K in Q1 2026.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.