CVA Family Office’s HealthEquity HQY Stock Holding History

CVA Family Office’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	$8.13K	Buy	90 +14	+18%	+$1.19K	﹤0.01%	1085
2026 Q1	$6.35K	Buy	+76	New	+$6.24K	﹤0.01%	1146

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 $3.38T AUM 44.17% 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

CVA Family Office's HQY Position: Q2 2026 in Review

CVA Family Office increased its HealthEquity (HQY) stake by 18% in Q2 2026, buying an estimated $1.19K and bringing the position to 90 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

CVA Family Office first reported a position in HQY in Q1 2026 and has held it in 2 quarters since. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

CVA Family Office held 90 shares of HealthEquity worth $8.13K as of Q2 2026.
CVA Family Office bought 14 HealthEquity shares in Q2 2026, an estimated $1.19K.
HealthEquity made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1085 holding.
CVA Family Office first reported a position in HealthEquity in Q1 2026 and has held it in 2 quarters since.
501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.