AWP
HQY icon

Abacus Wealth Partners’s HealthEquity HQY Stock Holding History

Abacus Wealth Partners’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 		– Sell
-2,720
Closed -$227K – 402
2026
Q1 		$227K Sell
2,720
-217
-7% -$17.8K 0.02% 439
2025
Q4 		$269K Buy
+2,937
New +$281K 0.03% 387

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

Abacus Wealth Partners's HQY Position: Q2 2026 in Review

Abacus Wealth Partners sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 2,720 shares — an estimated $227K sold.

Abacus Wealth Partners first reported a position in HQY in Q4 2025 and held it in 2 quarters. The position peaked at $269K in Q4 2025. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Abacus Wealth Partners reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
  • Abacus Wealth Partners sold 2,720 HealthEquity shares in Q2 2026, an estimated $227K.
  • Abacus Wealth Partners first reported a position in HealthEquity in Q4 2025 and held it in 2 quarters.
  • Abacus Wealth Partners's HealthEquity position peaked at $269K in Q4 2025.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.