Back to HQY
Creative Planning HQY Position History
HealthEquity, Inc. • Financial Services
Quarters held
9
Latest value
$7.4M
Q3 2026
Peak value
$7.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $157K |
| Q3 2025 | $4.6M |
| Q4 2025 | $5.3M |
| Q4 2025 | $214K |
| Q1 2026 | $5.4M |
| Q2 2026 | $137K |
| Q2 2026 | $7M |
| Q3 2026 | $136K |
| Q3 2026 | $7.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.4M | 83.4K | — | — |
| Q3 2026 | $136K | 1.5K | — | — |
| Q2 2026 | $7M | 77.8K | — | — |
| Q2 2026 | $137K | 1.5K | — | — |
| Q1 2026 | $5.4M | 65.1K | — | — |
| Q4 2025 | $214K | 2.3K | — | — |
| Q4 2025 | $5.3M | 57.3K | — | — |
| Q3 2025 | $4.6M | 48.8K | — | — |
| Q3 2025 | $157K | 1.7K | — | — |
Other funds holding HQY
$868.7M
$762.8M
$761.2M
$728.3M
$719M
$620.2M
$603.7M
$601.9M