Activest Wealth Management’s HealthEquity HQY Stock Holding History

Activest 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	$361	Buy	+4	New	+$339	﹤0.01%	1100

Other funds holding HQY

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

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

BIAS

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

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Activest Wealth Management opened a new position in HealthEquity (HQY) in Q2 2026: 4 shares worth $361. The stake represents ﹤0.01% of the portfolio and ranks #1100 among its holdings.

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

Activest Wealth Management held 4 shares of HealthEquity worth $361 as of Q2 2026.
HealthEquity was a new Activest Wealth Management position in Q2 2026.
HealthEquity made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1100 holding.
117 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.