AF
HQY icon

Advisornet Financial’s HealthEquity HQY Stock Holding History

Advisornet Financial’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
Q1 		– Sell
-2
Closed -$183 – 2301
2025
Q4 		$183 Hold
2
– – ﹤0.01% 2169
2025
Q3 		$190 Hold
2
– – ﹤0.01% 2164
2025
Q2 		$210 Buy
+2
New +$190 ﹤0.01% 2143
2024
Q2 		– Sell
-10
Closed -$816 – 2131
2024
Q1 		$816 Sell
10
-5
-33% -$390 ﹤0.01% 1812
2023
Q4 		$995 Hold
15
– – ﹤0.01% 1883
2023
Q3 		$1.1K Hold
15
– – ﹤0.01% 1779
2023
Q2 		$947 Buy
15
+7
+88% +$406 ﹤0.01% 1897
2023
Q1 		$470 Sell
8
-6
-43% -$364 ﹤0.01% 2084
2022
Q4 		$863 Buy
+14
New +$941 ﹤0.01% 1881

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisornet Financial's HQY Position: Q1 2026 in Review

Advisornet Financial sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 2 shares — an estimated $183 sold.

Advisornet Financial first reported a position in HQY in Q4 2022 and held it in 9 quarters. The position peaked at $1.1K in Q3 2023. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Advisornet Financial reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Advisornet Financial sold 2 HealthEquity shares in Q1 2026, an estimated $183.
  • Advisornet Financial first reported a position in HealthEquity in Q4 2022 and held it in 9 quarters.
  • Advisornet Financial's HealthEquity position peaked at $1.1K in Q3 2023.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.