Crewe Advisors’s HealthEquity HQY Stock Holding History

Crewe Advisors’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	-6	Closed	-$502	–	1164
2026 Q1	$502	Buy	+6	New	+$492	﹤0.01%	992

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

Crewe Advisors's HQY Position: Q2 2026 in Review

Crewe Advisors sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 6 shares — an estimated $502 sold.

Crewe Advisors first reported a position in HQY in Q1 2026 and held it in 1 quarter. The position peaked at $502 in Q1 2026. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Crewe Advisors reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
Crewe Advisors sold 6 HealthEquity shares in Q2 2026, an estimated $502.
Crewe Advisors first reported a position in HealthEquity in Q1 2026 and held it in 1 quarter.
Crewe Advisors's HealthEquity position peaked at $502 in Q1 2026.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.