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WhitTier Trust Company’s HealthEquity HQY Stock Holding History

WhitTier Trust Company’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 		$24.4K Buy
252
+39
+18% +$3.31K ﹤0.01% 883
2026
Q1 		$17.8K Hold
213
– – ﹤0.01% 932
2025
Q4 		$20.3K Sell
213
-4
-2% -$383 ﹤0.01% 905
2025
Q3 		$19.2K Sell
217
-5
-2% -$471 ﹤0.01% 905
2025
Q2 		$23.3K Hold
222
– – ﹤0.01% 951
2025
Q1 		$19.6K Hold
222
– – ﹤0.01% 969
2024
Q4 		$21.3K Hold
222
– – ﹤0.01% 932
2024
Q3 		$18.2K Buy
+222
New +$17.1K ﹤0.01% 952

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

WhitTier Trust Company's HQY Position: Q2 2026 in Review

WhitTier Trust Company increased its HealthEquity (HQY) stake by 18% in Q2 2026, buying an estimated $3.31K and bringing the position to 252 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

WhitTier Trust Company first reported a position in HQY in Q3 2024 and has held it in 8 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • WhitTier Trust Company held 252 shares of HealthEquity worth $24.4K as of Q2 2026.
  • WhitTier Trust Company bought 39 HealthEquity shares in Q2 2026, an estimated $3.31K.
  • HealthEquity made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #883 holding.
  • WhitTier Trust Company first reported a position in HealthEquity in Q3 2024 and has held it in 8 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.