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 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 $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

Central Trust Company's HQY Position: Q1 2026 in Review

Central Trust Company increased its HealthEquity (HQY) stake by 24% in Q1 2026, buying an estimated $1.23K and bringing the position to 78 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Central Trust Company first reported a position in HQY in Q3 2023 and has held it in 11 quarters since. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Central Trust Company held 78 shares of HealthEquity worth $6.52K as of Q1 2026.
Central Trust Company bought 15 HealthEquity shares in Q1 2026, an estimated $1.23K.
HealthEquity made up ﹤0.01% of Central Trust Company's portfolio in Q1 2026, its #1224 holding.
Central Trust Company first reported a position in HealthEquity in Q3 2023 and has held it in 11 quarters since.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Central Trust Company's 13F filing for Q1 2026, filed 17 Apr 2026.