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

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

Chesley Taft & Associates's HQY Position: Q2 2026 in Review

Chesley Taft & Associates reduced its HealthEquity (HQY) stake by 9.2% in Q2 2026, selling an estimated $216K and leaving 25,255 shares worth $2.28M. The position accounts for 0.09% of the portfolio, ranked #155.

Chesley Taft & Associates first reported a position in HQY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.42M in Q4 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Chesley Taft & Associates held 25,255 shares of HealthEquity worth $2.28M as of Q2 2026.
Chesley Taft & Associates sold 2,545 HealthEquity shares in Q2 2026, an estimated $216K.
HealthEquity made up 0.09% of Chesley Taft & Associates's portfolio in Q2 2026, its #155 holding.
Chesley Taft & Associates first reported a position in HealthEquity in Q4 2024 and has held it in 7 quarters since.
Chesley Taft & Associates's HealthEquity position peaked at $2.42M in Q4 2025.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.