Chesley Taft & Associates’s HealthEquity HQY Stock Holding History

Chesley Taft & Associates’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	$2.28M	Sell	25,255 -2,545	-9%	-$216K	0.09%	155
2026 Q1	$2.32M	Buy	27,800 +1,401	+5%	+$115K	0.1%	141
2025 Q4	$2.42M	Buy	26,399 +1,139	+5%	+$109K	0.1%	140
2025 Q3	$2.39M	Buy	25,260 +10,215	+68%	+$961K	0.1%	139
2025 Q2	$1.58M	Buy	15,045 +2,423	+19%	+$230K	0.07%	167
2025 Q1	$1.12M	Buy	12,622 +3,897	+45%	+$400K	0.05%	188
2024 Q4	$837K	Buy	+8,725	New	+$813K	0.04%	214

Other funds holding HQY

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return