Cresset Asset Management’s HealthEquity HQY Stock Holding History

Cresset Asset 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	$294K	Buy	3,257 +156	+5%	+$13.2K	﹤0.01%	1396
2026 Q1	$259K	Sell	3,101 -123	-4%	-$10.1K	﹤0.01%	1345
2025 Q4	$295K	Buy	3,224 +210	+7%	+$20.1K	﹤0.01%	1306
2025 Q3	$286K	Buy	3,014 +443	+17%	+$41.7K	﹤0.01%	1266
2025 Q2	$269K	Sell	2,571 -2,776	-52%	-$263K	﹤0.01%	1177
2025 Q1	$473K	Buy	5,347 +1,317	+33%	+$135K	﹤0.01%	1094
2024 Q4	$387K	Sell	4,030 -288	-7%	-$26.8K	﹤0.01%	1208
2024 Q3	$353K	Buy	4,318 +721	+20%	+$55.6K	﹤0.01%	1723
2024 Q2	$310K	Buy	3,597 +1,102	+44%	+$89K	﹤0.01%	1699
2024 Q1	$204K	Buy	+2,495	New	+$195K	﹤0.01%	1769
2023 Q1	–	Sell	-3,350	Closed	-$206K	–	838
2022 Q4	$206K	Buy	+3,350	New	+$225K	﹤0.01%	629

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

Cresset Asset Management's HQY Position: Q2 2026 in Review

Cresset Asset Management increased its HealthEquity (HQY) stake by 5% in Q2 2026, buying an estimated $13.2K and bringing the position to 3,257 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Cresset Asset Management first reported a position in HQY in Q4 2022 and has held it in 11 quarters since. The position peaked at $473K in Q1 2025. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Cresset Asset Management held 3,257 shares of HealthEquity worth $294K as of Q2 2026.
Cresset Asset Management bought 156 HealthEquity shares in Q2 2026, an estimated $13.2K.
HealthEquity made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1396 holding.
Cresset Asset Management first reported a position in HealthEquity in Q4 2022 and has held it in 11 quarters since.
Cresset Asset Management's HealthEquity position peaked at $473K in Q1 2025.
496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.