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Cornerstone Financial Management’s HealthEquity HQY Stock Holding History

Cornerstone Financial 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
Q2 		$4.52K Sell
50
-7
-12% -$593 ﹤0.01% 644
2026
Q1 		$4.76K Hold
57
– – ﹤0.01% 492
2025
Q4 		$5.22K Buy
+57
New +$5.46K ﹤0.01% 414

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

Cornerstone Financial Management's HQY Position: Q2 2026 in Review

Cornerstone Financial Management reduced its HealthEquity (HQY) stake by 12% in Q2 2026, selling an estimated $593 and leaving 50 shares worth $4.52K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Cornerstone Financial Management first reported a position in HQY in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.22K in Q4 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Cornerstone Financial Management held 50 shares of HealthEquity worth $4.52K as of Q2 2026.
  • Cornerstone Financial Management sold 7 HealthEquity shares in Q2 2026, an estimated $593.
  • HealthEquity made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #644 holding.
  • Cornerstone Financial Management first reported a position in HealthEquity in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's HealthEquity position peaked at $5.22K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.