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Greenleaf Trust’s HealthEquity HQY Stock Holding History

Greenleaf Trust’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 		$303K Sell
3,353
-141
-4% -$12K ﹤0.01% 692
2026
Q1 		$292K Buy
3,494
+1,234
+55% +$101K ﹤0.01% 661
2025
Q4 		$207K Sell
2,260
-168
-7% -$16.1K ﹤0.01% 788
2025
Q3 		$230K Sell
2,428
-515
-17% -$48.5K ﹤0.01% 740
2025
Q2 		$308K Buy
2,943
+536
+22% +$50.8K ﹤0.01% 623
2025
Q1 		$213K Buy
2,407
+175
+8% +$17.9K ﹤0.01% 751
2024
Q4 		$214K Buy
+2,232
New +$208K ﹤0.01% 761

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

Greenleaf Trust's HQY Position: Q2 2026 in Review

Greenleaf Trust reduced its HealthEquity (HQY) stake by 4% in Q2 2026, selling an estimated $12K and leaving 3,353 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Greenleaf Trust first reported a position in HQY in Q4 2024 and has held it in 7 quarters since. The position peaked at $308K in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Greenleaf Trust held 3,353 shares of HealthEquity worth $303K as of Q2 2026.
  • Greenleaf Trust sold 141 HealthEquity shares in Q2 2026, an estimated $12K.
  • HealthEquity made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #692 holding.
  • Greenleaf Trust first reported a position in HealthEquity in Q4 2024 and has held it in 7 quarters since.
  • Greenleaf Trust's HealthEquity position peaked at $308K in Q2 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.