Back to HQY
Chesley Taft & Associates LLC → HQY
Chesley Taft & Associates LLC HQY Position History
HealthEquity, Inc. • Financial Services
Quarters held
8
Latest value
$2.1M
Q3 2026
Peak value
$2.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $81K |
| Q4 2025 | $2.3M |
| Q1 2026 | $2.2M |
| Q1 2026 | $143K |
| Q2 2026 | $2.1M |
| Q2 2026 | $155K |
| Q3 2026 | $152K |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 23.4K | — | — |
| Q3 2026 | $152K | 1.7K | — | — |
| Q2 2026 | $155K | 1.7K | — | — |
| Q2 2026 | $2.1M | 23.5K | — | — |
| Q1 2026 | $143K | 1.7K | — | — |
| Q1 2026 | $2.2M | 26.1K | — | — |
| Q4 2025 | $2.3M | 25.5K | — | — |
| Q4 2025 | $81K | 889 | — | — |
Other funds holding HQY
$868.7M
$762.8M
$761.2M
$728.3M
$719M
$620.2M
$603.7M
$601.9M