Creative Capital Management Investments’s HealthEquity HQY Stock Holding History

Creative Capital Management Investments’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	$1.53K	Buy	+17	New	+$1.44K	﹤0.01%	931

Other funds holding HQY

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Creative Capital Management Investments's HQY Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in HealthEquity (HQY) in Q2 2026: 17 shares worth $1.53K. The stake represents ﹤0.01% of the portfolio and ranks #931 among its holdings.

99 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Creative Capital Management Investments held 17 shares of HealthEquity worth $1.53K as of Q2 2026.
HealthEquity was a new Creative Capital Management Investments position in Q2 2026.
HealthEquity made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #931 holding.
99 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.