Superior Planning, LLC’s HealthEquity HQY Stock Holding History

Superior Planning, LLC’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 Q3	$17.1K	Buy	+193	New	+$18.9K	0.01%	751

Other funds holding HQY

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Superior Planning, LLC's HQY Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in HealthEquity (HQY) in Q3 2026: 193 shares worth $17.1K. The stake represents 0.01% of the portfolio and ranks #751 among its holdings.

353 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

Superior Planning, LLC held 193 shares of HealthEquity worth $17.1K as of Q3 2026.
HealthEquity was a new Superior Planning, LLC position in Q3 2026.
HealthEquity made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #751 holding.
353 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.