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Greykasell Wealth Strategies’s HealthEquity HQY Stock Holding History

Greykasell Wealth Strategies’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 		$4.6K Hold
55
– – ﹤0.01% 470
2025
Q4 		$5.04K Hold
55
– – ﹤0.01% 410
2025
Q3 		$5.21K Hold
55
– – ﹤0.01% 336
2025
Q2 		$5.76K Hold
55
– – ﹤0.01% 271
2025
Q1 		$4.86K Buy
+55
New +$5.64K ﹤0.01% 302

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

Greykasell Wealth Strategies's HQY Position: Q1 2026 in Review

Greykasell Wealth Strategies held its HealthEquity (HQY) position steady in Q1 2026 at 55 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Greykasell Wealth Strategies first reported a position in HQY in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.76K in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Greykasell Wealth Strategies held 55 shares of HealthEquity worth $4.6K as of Q1 2026.
  • Greykasell Wealth Strategies left its HealthEquity share count unchanged in Q1 2026.
  • HealthEquity made up ﹤0.01% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #470 holding.
  • Greykasell Wealth Strategies first reported a position in HealthEquity in Q1 2025 and has held it in 5 quarters since.
  • Greykasell Wealth Strategies's HealthEquity position peaked at $5.76K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.