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Creative Financial Designs’s HealthEquity HQY Stock Holding History

Creative Financial Designs’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
2025
Q2 		– Sell
-9
Closed -$795 – 2085
2025
Q1 		$795 Buy
+9
New +$923 ﹤0.01% 1834
2024
Q4 		– Sell
-70
Closed -$5.73K – 1810
2024
Q3 		$5.73K Buy
+70
New +$5.4K ﹤0.01% 1337

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Financial Designs's HQY Position: Q2 2025 in Review

Creative Financial Designs sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 9 shares — an estimated $795 sold.

Creative Financial Designs first reported a position in HQY in Q3 2024 and held it in 2 quarters. The position peaked at $5.73K in Q3 2024. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

  • Creative Financial Designs reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
  • Creative Financial Designs sold 9 HealthEquity shares in Q2 2025, an estimated $795.
  • Creative Financial Designs first reported a position in HealthEquity in Q3 2024 and held it in 2 quarters.
  • Creative Financial Designs's HealthEquity position peaked at $5.73K in Q3 2024.
  • 486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.