Advisory Services Network’s HealthEquity HQY Stock Holding History

Advisory Services Network’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	$164K	Buy	+1,962	New	+$161K	﹤0.01%	1932
2025 Q4	–	Sell	-2,184	Closed	-$207K	–	2912
2025 Q3	$207K	Buy	+2,184	New	+$206K	﹤0.01%	1676
2024 Q1	–	Sell	-911	Closed	-$60.4K	–	2426
2023 Q4	$60.4K	Buy	+911	New	+$63.2K	﹤0.01%	1904
2023 Q2	–	Sell	-1,632	Closed	-$95.8K	–	2413
2023 Q1	$95.8K	Hold	1,632	–	–	﹤0.01%	1677
2022 Q4	$101K	Buy	+1,632	New	+$110K	﹤0.01%	1615
2021 Q3	–	Sell	-2,901	Closed	-$233K	–	2218
2021 Q2	$233K	Buy	+2,901	New	+$221K	0.01%	1194
2021 Q1	–	Sell	-947	Closed	-$66K	–	2028
2020 Q4	$66K	Sell	947 -1,225	-56%	-$76.2K	﹤0.01%	1533
2020 Q3	$112K	Sell	2,172 -28,464	-93%	-$1.56M	0.01%	1205
2020 Q2	$1.8M	Sell	30,636 -1,766	-5%	-$97.7K	0.1%	256
2020 Q1	$1.64M	Sell	32,402 -2,328	-7%	-$155K	0.11%	243
2019 Q4	$2.57M	Buy	34,730 +1,230	+4%	+$76.7K	0.14%	192
2019 Q3	$2.19M	Hold	33,500	–	–	0.13%	187
2019 Q2	$2.19M	Buy	33,500 +1,425	+4%	+$99.2K	0.13%	187
2019 Q1	$2.37M	Buy	32,075 +1,475	+5%	+$104K	0.17%	158
2018 Q4	$1.82M	Sell	30,600 -677	-2%	-$54.6K	0.16%	165
2018 Q3	$2.95M	Sell	31,277 -810	-3%	-$69.8K	0.22%	122
2018 Q2	$2.65M	Buy	32,087 +622	+2%	+$44.7K	0.2%	127
2018 Q1	$1.91M	Buy	31,465 +40	+0.1%	+$2.17K	0.15%	172
2017 Q4	$1.47M	Buy	31,425 +1,230	+4%	+$60.9K	0.13%	214
2017 Q3	$1.53M	Buy	30,195 +1,690	+6%	+$78.7K	0.17%	148
2017 Q2	$1.42M	Buy	28,505 +35	+0.1%	+$1.64K	0.19%	142
2017 Q1	$1.21M	Buy	+28,470	New	+$1.26M	0.18%	139

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisory Services Network's HQY Position: Q1 2026 in Review

Advisory Services Network opened a new position in HealthEquity (HQY) in Q1 2026: 1,962 shares worth $164K. The stake represents ﹤0.01% of the portfolio and ranks #1932 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in HQY as recently as Q3 2025.

Advisory Services Network first reported a position in HQY in Q1 2017 and has held it in 22 quarters since. The position peaked at $2.95M in Q3 2018. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Advisory Services Network held 1,962 shares of HealthEquity worth $164K as of Q1 2026.
HealthEquity was a new Advisory Services Network position in Q1 2026.
HealthEquity made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1932 holding.
Advisory Services Network first reported a position in HealthEquity in Q1 2017 and has held it in 22 quarters since.
Advisory Services Network's HealthEquity position peaked at $2.95M in Q3 2018.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.