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Apollon Wealth Management’s HealthEquity HQY Stock Holding History

Apollon 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 		$3.5M Buy
+38,780
New +$3.29M 0.04% 344
2020
Q3 		– Sell
-50
Closed -$3K – 375
2020
Q2 		$3K Buy
+50
New +$2.77K ﹤0.01% 598

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Apollon Wealth Management opened a new position in HealthEquity (HQY) in Q2 2026: 38,780 shares worth $3.5M. The stake represents 0.04% of the portfolio and ranks #344 among its holdings. This is a return to the name: Apollon Wealth Management previously reported a position in HQY as recently as Q2 2020.

Apollon Wealth Management first reported a position in HQY in Q2 2020 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Apollon Wealth Management held 38,780 shares of HealthEquity worth $3.5M as of Q2 2026.
  • HealthEquity was a new Apollon Wealth Management position in Q2 2026.
  • HealthEquity made up 0.04% of Apollon Wealth Management's portfolio in Q2 2026, its #344 holding.
  • Apollon Wealth Management first reported a position in HealthEquity in Q2 2020 and has held it in 2 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.