AE Wealth Management’s HealthEquity HQY Stock Holding History

AE 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	$474K	Buy	5,247 +2,788	+113%	+$236K	﹤0.01%	1243
2026 Q1	$206K	Buy	2,459 +63	+3%	+$5.17K	﹤0.01%	1588
2025 Q4	$219K	Buy	2,396 +211	+10%	+$20.2K	﹤0.01%	1476
2025 Q3	$207K	Buy	+2,185	New	+$206K	﹤0.01%	1386
2023 Q3	–	Sell	-8,941	Closed	-$565K	–	2008
2023 Q2	$565K	Buy	+8,941	New	+$518K	﹤0.01%	1326
2020 Q2	–	Sell	-4,585	Closed	-$232K	–	1301
2020 Q1	$232K	Buy	4,585 +171	+4%	+$11.4K	0.01%	957
2019 Q4	$327K	Sell	4,414 -923	-17%	-$57.6K	0.01%	869
2019 Q3	$305K	Sell	5,337 -1,566	-23%	-$104K	0.01%	779
2019 Q2	$451K	Buy	6,903 +2,700	+64%	+$188K	0.01%	616
2019 Q1	$311K	Buy	+4,203	New	+$295K	0.02%	449

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

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

AE Wealth Management increased its HealthEquity (HQY) stake by 113% in Q2 2026, buying an estimated $236K and bringing the position to 5,247 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

AE Wealth Management first reported a position in HQY in Q1 2019 and has held it in 10 quarters since. The position peaked at $565K in Q2 2023. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

AE Wealth Management held 5,247 shares of HealthEquity worth $474K as of Q2 2026.
AE Wealth Management bought 2,788 HealthEquity shares in Q2 2026, an estimated $236K.
HealthEquity made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1243 holding.
AE Wealth Management first reported a position in HealthEquity in Q1 2019 and has held it in 10 quarters since.
AE Wealth Management's HealthEquity position peaked at $565K in Q2 2023.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.