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 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 $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

AE Wealth Management's HQY Position: Q1 2026 in Review

AE Wealth Management increased its HealthEquity (HQY) stake by 2.6% in Q1 2026, buying an estimated $5.17K and bringing the position to 2,459 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

AE Wealth Management first reported a position in HQY in Q1 2019 and has held it in 9 quarters since. The position peaked at $565K in Q2 2023. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

AE Wealth Management held 2,459 shares of HealthEquity worth $206K as of Q1 2026.
AE Wealth Management bought 63 HealthEquity shares in Q1 2026, an estimated $5.17K.
HealthEquity made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1588 holding.
AE Wealth Management first reported a position in HealthEquity in Q1 2019 and has held it in 9 quarters since.
AE Wealth Management's HealthEquity position peaked at $565K in Q2 2023.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.