Cerity Partners
HQY icon

Cerity Partners’s HealthEquity HQY Stock Holding History

Cerity Partners’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 		$2.25M Sell
26,881
-3,289
-11% -$270K ﹤0.01% 1423
2025
Q4 		$2.76M Sell
30,170
-5,857
-16% -$561K ﹤0.01% 1229
2025
Q3 		$3.41M Buy
36,027
+8,623
+31% +$812K 0.01% 1040
2025
Q2 		$2.87M Buy
27,404
+12,381
+82% +$1.17M 0.01% 1052
2025
Q1 		$1.33M Sell
15,023
-1,177
-7% -$121K ﹤0.01% 1305
2024
Q4 		$1.53M Sell
16,200
-1,059
-6% -$98.7K ﹤0.01% 1225
2024
Q3 		$1.41M Buy
17,259
+2,258
+15% +$174K ﹤0.01% 1252
2024
Q2 		$1.29M Sell
15,001
-1,128
-7% -$91.1K ﹤0.01% 1110
2024
Q1 		$1.32M Buy
16,129
+767
+5% +$59.9K ﹤0.01% 1151
2023
Q4 		$1.02M Sell
15,362
-394
-3% -$27.3K ﹤0.01% 975
2023
Q3 		$1.15M Sell
15,756
-1,146
-7% -$77.4K 0.01% 716
2023
Q2 		$1.07M Buy
16,902
+546
+3% +$31.7K ﹤0.01% 905
2023
Q1 		$960K Sell
16,356
-4,978
-23% -$302K ﹤0.01% 992
2022
Q4 		$1.32M Buy
+21,334
New +$1.43M 0.01% 622

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cerity Partners's HQY Position: Q1 2026 in Review

Cerity Partners reduced its HealthEquity (HQY) stake by 11% in Q1 2026, selling an estimated $270K and leaving 26,881 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Cerity Partners first reported a position in HQY in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.41M in Q3 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Cerity Partners held 26,881 shares of HealthEquity worth $2.25M as of Q1 2026.
  • Cerity Partners sold 3,289 HealthEquity shares in Q1 2026, an estimated $270K.
  • HealthEquity made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1423 holding.
  • Cerity Partners first reported a position in HealthEquity in Q4 2022 and has held it in 14 quarters since.
  • Cerity Partners's HealthEquity position peaked at $3.41M in Q3 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.