Abound Wealth Management’s HealthEquity HQY Stock Holding History

Abound Wealth Management’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	$904	Hold	10	–	–	﹤0.01%	838
2026 Q1	$836	Hold	10	–	–	﹤0.01%	1000
2025 Q4	$917	Hold	10	–	–	﹤0.01%	912
2025 Q3	$948	Hold	10	–	–	﹤0.01%	875
2025 Q2	$1.05K	Hold	10	–	–	﹤0.01%	797
2025 Q1	$884	Hold	10	–	–	﹤0.01%	766
2024 Q4	$960	Hold	10	–	–	﹤0.01%	742
2024 Q3	$819	Hold	10	–	–	﹤0.01%	801
2024 Q2	$862	Hold	10	–	–	﹤0.01%	741
2024 Q1	$817	Hold	10	–	–	﹤0.01%	801
2023 Q4	$663	Hold	10	–	–	﹤0.01%	859
2023 Q3	$731	Hold	10	–	–	﹤0.01%	749
2023 Q2	$632	Hold	10	–	–	﹤0.01%	787
2023 Q1	$588	Hold	10	–	–	﹤0.01%	665
2022 Q4	$617	Hold	10	–	–	﹤0.01%	649
2022 Q3	$672	Buy	+10	New	+$633	﹤0.01%	638

Other funds holding HQY

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return