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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
Q2 		$34.4K Buy
381
+311
+444% +$26.4K ﹤0.01% 1612
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Clearstead Advisors's HQY Position: Q2 2026 in Review

Clearstead Advisors increased its HealthEquity (HQY) stake by 444% in Q2 2026, buying an estimated $26.4K and bringing the position to 381 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Clearstead Advisors first reported a position in HQY in Q3 2021 and has held it in 15 quarters since. The position peaked at $239K in Q4 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Clearstead Advisors held 381 shares of HealthEquity worth $34.4K as of Q2 2026.
  • Clearstead Advisors bought 311 HealthEquity shares in Q2 2026, an estimated $26.4K.
  • HealthEquity made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1612 holding.
  • Clearstead Advisors first reported a position in HealthEquity in Q3 2021 and has held it in 15 quarters since.
  • Clearstead Advisors's HealthEquity position peaked at $239K in Q4 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.