Steadtrust’s HealthEquity HQY Stock Holding History

Steadtrust’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	$679K	Buy	7,520 +500	+7%	+$42.4K	0.34%	66
2026 Q1	$587K	Buy	7,020 +3,950	+129%	+$324K	0.33%	74
2025 Q4	$281K	Buy	+3,070	New	+$294K	0.17%	103

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 $3.37T AUM 44.26% 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

Steadtrust's HQY Position: Q2 2026 in Review

Steadtrust increased its HealthEquity (HQY) stake by 7.1% in Q2 2026, buying an estimated $42.4K and bringing the position to 7,520 shares worth $679K. The position accounts for 0.34% of the portfolio, ranked #66.

Steadtrust first reported a position in HQY in Q4 2025 and has held it in 3 quarters since. 494 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Steadtrust held 7,520 shares of HealthEquity worth $679K as of Q2 2026.
Steadtrust bought 500 HealthEquity shares in Q2 2026, an estimated $42.4K.
HealthEquity made up 0.34% of Steadtrust's portfolio in Q2 2026, its #66 holding.
Steadtrust first reported a position in HealthEquity in Q4 2025 and has held it in 3 quarters since.
494 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Steadtrust's 13F filing for Q2 2026, filed 9 Jul 2026.