Creative Planning
HQY icon

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's HQY Position: Q1 2026 in Review

Creative Planning increased its HealthEquity (HQY) stake by 9.1% in Q1 2026, buying an estimated $447K and bringing the position to 65,089 shares worth $5.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Creative Planning first reported a position in HQY in Q2 2016 and has held it in 28 quarters since. The position peaked at $5.46M in Q4 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Creative Planning held 65,089 shares of HealthEquity worth $5.44M as of Q1 2026.
  • Creative Planning bought 5,444 HealthEquity shares in Q1 2026, an estimated $447K.
  • HealthEquity made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1134 holding.
  • Creative Planning first reported a position in HealthEquity in Q2 2016 and has held it in 28 quarters since.
  • Creative Planning's HealthEquity position peaked at $5.46M in Q4 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.