Creative Planning’s HealthEquity HQY Stock Holding History

Creative Planning’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
2018 Q2	–	Sell	-1,500	Closed	-$47K	–	2107
2018 Q1	$47K	Buy	+1,500	New	+$81.2K	﹤0.01%	1824

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

Creative Planning's HQY Position: Q2 2026 in Review

Creative Planning increased its HealthEquity (HQY) stake by 22% in Q2 2026, buying an estimated $1.21M and bringing the position to 79,363 shares worth $7.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Creative Planning first reported a position in HQY in Q2 2016 and has held it in 29 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Creative Planning held 79,363 shares of HealthEquity worth $7.17M as of Q2 2026.
Creative Planning bought 14,274 HealthEquity shares in Q2 2026, an estimated $1.21M.
HealthEquity made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1122 holding.
Creative Planning first reported a position in HealthEquity in Q2 2016 and has held it in 29 quarters since.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.