Action Point Financial Planning’s HealthEquity HQY Stock Holding History

Action Point Financial Planning’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	$5.33K	Buy	+62	New	+$5.26K	﹤0.01%	1787

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

Action Point Financial Planning's HQY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in HealthEquity (HQY) in Q2 2026: 62 shares worth $5.33K. The stake represents ﹤0.01% of the portfolio and ranks #1787 among its holdings.

494 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Action Point Financial Planning held 62 shares of HealthEquity worth $5.33K as of Q2 2026.
HealthEquity was a new Action Point Financial Planning position in Q2 2026.
HealthEquity made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1787 holding.
494 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.