Clearstead Advisors’s HealthEquity HQY Stock Holding History

Clearstead Advisors’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	$5.85K	Sell	70 -2,540	-97%	-$208K	﹤0.01%	1717
2025 Q4	$239K	Buy	2,610 +1,783	+216%	+$171K	﹤0.01%	891
2025 Q3	$78.4K	Sell	827 -143	-15%	-$13.5K	﹤0.01%	1132
2025 Q2	$102K	Buy	970 +679	+233%	+$64.4K	﹤0.01%	1057
2025 Q1	$25.7K	Buy	291 +15	+5%	+$1.54K	﹤0.01%	1352
2024 Q4	$26.5K	Hold	276	–	–	﹤0.01%	1309
2024 Q3	$22.6K	Sell	276 -96	-26%	-$7.41K	﹤0.01%	1388
2024 Q2	$32.1K	Buy	+372	New	+$30.1K	﹤0.01%	1271
2023 Q2	–	Sell	-900	Closed	-$52.8K	–	1406
2023 Q1	$52.8K	Hold	900	–	–	﹤0.01%	655
2022 Q4	$55.5K	Hold	900	–	–	﹤0.01%	609
2022 Q3	$60K	Hold	900	–	–	0.01%	579
2022 Q2	$55K	Sell	900 -60	-6%	-$3.84K	﹤0.01%	601
2022 Q1	$65K	Buy	+960	New	+$51.8K	﹤0.01%	639
2021 Q4	–	Sell	-272	Closed	-$18K	–	1347
2021 Q3	$18K	Buy	+272	New	+$18.9K	﹤0.01%	844

Other funds holding HQY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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