Crestwood Advisors Group LLC
- SEC CIK
- 0001426853
- Latest filing
- Aug 3, 2026
HQY holding history
Healthequity, Inc. in every 13F filed by Crestwood Advisors Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HQY overviewAll 13F holders of HQYFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −3,446−100.0% | Sold out | Holders |
| Q1 2026 | 3,446 | $288.0K | <0.1% | −3,114−47.5% | Reduced | Holders |
| Q4 2025 | 6,560 | $601.0K | <0.1% | −4,651−41.5% | Reduced | Holders |
| Q3 2025 | 11,211 | $1.06M | <0.1% | −893−7.4% | Reduced | Holders |
| Q2 2025 | 12,104 | $1.27M | <0.1% | −658−5.2% | Reduced | Holders |
| Q1 2025 | 12,762 | $1.13M | <0.1% | +12,762 | New | Holders |