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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Abound Wealth Management's HQY Position: Q2 2026 in Review

Abound Wealth Management held its HealthEquity (HQY) position steady in Q2 2026 at 10 shares worth $904. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Abound Wealth Management first reported a position in HQY in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.05K in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Abound Wealth Management held 10 shares of HealthEquity worth $904 as of Q2 2026.
Abound Wealth Management left its HealthEquity share count unchanged in Q2 2026.
HealthEquity made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #838 holding.
Abound Wealth Management first reported a position in HealthEquity in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's HealthEquity position peaked at $1.05K in Q2 2025.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.