Cullen/Frost Bankers’s HealthEquity HQY Stock Holding History

Cullen/Frost Bankers’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 Q1	$199K	Sell	2,386 -432	-15%	-$35.4K	﹤0.01%	571
2025 Q4	$258K	Buy	2,818 +830	+42%	+$79.5K	﹤0.01%	523
2025 Q3	$188K	Buy	1,988 +1,634	+462%	+$154K	﹤0.01%	547
2025 Q2	$37.1K	Buy	354 +224	+172%	+$21.2K	﹤0.01%	809
2025 Q1	$11.5K	Buy	130 +24	+23%	+$2.46K	﹤0.01%	928
2024 Q4	$10.2K	Buy	106 +16	+18%	+$1.49K	﹤0.01%	883
2024 Q3	$7.37K	Buy	90 +17	+23%	+$1.31K	﹤0.01%	932
2024 Q2	$6.29K	Buy	+73	New	+$5.9K	﹤0.01%	909
2022 Q2	–	Sell	-5	Closed	–	–	1124
2022 Q1	$0	Hold	5	–	–	﹤0.01%	1200
2021 Q4	$0	Sell	5 -352	-99%	-$20.5K	﹤0.01%	1247
2021 Q3	$23K	Hold	357	–	–	﹤0.01%	948
2021 Q2	$29K	Buy	+357	New	+$27.2K	﹤0.01%	912

Other funds holding HQY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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