CCM
HQY icon

Coldstream Capital Management’s HealthEquity HQY Stock Holding History

Coldstream Capital Management’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 		– Sell
-2,221
Closed -$203K – 1233
2025
Q4 		$203K Buy
+2,221
New +$213K ﹤0.01% 1095
2025
Q3 		– Sell
-2,027
Closed -$212K – 1234
2025
Q2 		$212K Buy
2,027
+138
+7% +$13.1K ﹤0.01% 1052
2025
Q1 		$167K Buy
+1,889
New +$194K ﹤0.01% 1091
2021
Q3 		– Sell
-2,584
Closed -$208K – 472
2021
Q2 		$208K Buy
+2,584
New +$197K 0.01% 507

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Coldstream Capital Management's HQY Position: Q1 2026 in Review

Coldstream Capital Management sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 2,221 shares — an estimated $203K sold.

Coldstream Capital Management first reported a position in HQY in Q2 2021 and held it in 4 quarters. The position peaked at $212K in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Coldstream Capital Management reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Coldstream Capital Management sold 2,221 HealthEquity shares in Q1 2026, an estimated $203K.
  • Coldstream Capital Management first reported a position in HealthEquity in Q2 2021 and held it in 4 quarters.
  • Coldstream Capital Management's HealthEquity position peaked at $212K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.