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Crestwood Advisors Group’s HealthEquity HQY Stock Holding History

Crestwood Advisors Group’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 		– Sell
-3,446
Closed -$288K – 900
2026
Q1 		$288K Sell
3,446
-3,114
-47% -$256K ﹤0.01% 592
2025
Q4 		$601K Sell
6,560
-4,651
-41% -$445K 0.01% 356
2025
Q3 		$1.06M Sell
11,211
-893
-7% -$84K 0.02% 286
2025
Q2 		$1.27M Sell
12,104
-658
-5% -$62.4K 0.02% 252
2025
Q1 		$1.13M Buy
+12,762
New +$1.31M 0.02% 259

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Crestwood Advisors Group's HQY Position: Q2 2026 in Review

Crestwood Advisors Group sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 3,446 shares — an estimated $288K sold.

Crestwood Advisors Group first reported a position in HQY in Q1 2025 and held it in 5 quarters. The position peaked at $1.27M in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Crestwood Advisors Group reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
  • Crestwood Advisors Group sold 3,446 HealthEquity shares in Q2 2026, an estimated $288K.
  • Crestwood Advisors Group first reported a position in HealthEquity in Q1 2025 and held it in 5 quarters.
  • Crestwood Advisors Group's HealthEquity position peaked at $1.27M in Q2 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.