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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
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 $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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

Greenleaf Trust's HQY Position: Q1 2026 in Review

Greenleaf Trust increased its HealthEquity (HQY) stake by 55% in Q1 2026, buying an estimated $101K and bringing the position to 3,494 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Greenleaf Trust first reported a position in HQY in Q4 2024 and has held it in 6 quarters since. The position peaked at $308K in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Greenleaf Trust held 3,494 shares of HealthEquity worth $292K as of Q1 2026.
  • Greenleaf Trust bought 1,234 HealthEquity shares in Q1 2026, an estimated $101K.
  • HealthEquity made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #661 holding.
  • Greenleaf Trust first reported a position in HealthEquity in Q4 2024 and has held it in 6 quarters since.
  • Greenleaf Trust's HealthEquity position peaked at $308K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.