Cornerstone Advisors’s HealthEquity HQY Stock Holding History

Cornerstone 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	–	Sell	-72,024	Closed	-$6.02M	–	116
2026 Q1	$6.02M	Buy	+72,024	New	+$5.91M	0.22%	95

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

Cornerstone Advisors's HQY Position: Q2 2026 in Review

Cornerstone Advisors sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 72,024 shares — an estimated $6.02M sold.

Cornerstone Advisors first reported a position in HQY in Q1 2026 and held it in 1 quarter. The position peaked at $6.02M in Q1 2026. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Cornerstone Advisors reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
Cornerstone Advisors sold 72,024 HealthEquity shares in Q2 2026, an estimated $6.02M.
Cornerstone Advisors first reported a position in HealthEquity in Q1 2026 and held it in 1 quarter.
Cornerstone Advisors's HealthEquity position peaked at $6.02M in Q1 2026.
498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Cornerstone Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.