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Chesapeake Asset Management’s HealthEquity HQY Stock Holding History

Chesapeake Asset 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
Q1 		– Sell
-78
Closed -$7.14K – 356
2025
Q4 		$7.14K Buy
+78
New +$7.47K 0.01% 280

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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 $3.38T AUM 44.17% 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 $287B AUM 42.33% 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

Chesapeake Asset Management's HQY Position: Q1 2026 in Review

Chesapeake Asset Management sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 78 shares — an estimated $7.14K sold.

Chesapeake Asset Management first reported a position in HQY in Q4 2025 and held it in 1 quarter. The position peaked at $7.14K in Q4 2025. 488 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Chesapeake Asset Management reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Chesapeake Asset Management sold 78 HealthEquity shares in Q1 2026, an estimated $7.14K.
  • Chesapeake Asset Management first reported a position in HealthEquity in Q4 2025 and held it in 1 quarter.
  • Chesapeake Asset Management's HealthEquity position peaked at $7.14K in Q4 2025.
  • 488 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Chesapeake Asset Management's 13F filing for Q1 2026, filed 12 May 2026.