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Clearstead Trust’s HealthEquity HQY Stock Holding History

Clearstead Trust’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 		$3.43K Sell
38
-10
-21% -$848 ﹤0.01% 837
2026
Q1 		$4.01K Buy
48
+37
+336% +$3.04K ﹤0.01% 792
2025
Q4 		$1.01K Hold
11
– – ﹤0.01% 944
2025
Q3 		$1.04K Sell
11
-8
-42% -$753 ﹤0.01% 1204
2025
Q2 		$1.99K Buy
19
+16
+533% +$1.52K ﹤0.01% 955
2025
Q1 		$266 Buy
+3
New +$308 ﹤0.01% 863
2019
Q2 		– Sell
-344
Closed -$26K – 195
2019
Q1 		$26K Buy
+344
New +$24.2K 0.02% 144

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 Trust's HQY Position: Q2 2026 in Review

Clearstead Trust reduced its HealthEquity (HQY) stake by 21% in Q2 2026, selling an estimated $848 and leaving 38 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Clearstead Trust first reported a position in HQY in Q1 2019 and has held it in 7 quarters since. The position peaked at $26K in Q1 2019. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Clearstead Trust held 38 shares of HealthEquity worth $3.43K as of Q2 2026.
  • Clearstead Trust sold 10 HealthEquity shares in Q2 2026, an estimated $848.
  • HealthEquity made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #837 holding.
  • Clearstead Trust first reported a position in HealthEquity in Q1 2019 and has held it in 7 quarters since.
  • Clearstead Trust's HealthEquity position peaked at $26K in Q1 2019.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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