AAP
HQY icon

Arax Advisory Partners’s HealthEquity HQY Stock Holding History

Arax Advisory Partners’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 		$37.3K Buy
453
+313
+224% +$25.7K ﹤0.01% 1806
2025
Q4 		$12.8K Sell
140
-4,937
-97% -$473K ﹤0.01% 2349
2025
Q3 		$481K Buy
5,077
+4,718
+1,314% +$444K 0.01% 917
2025
Q2 		$37.6K Buy
359
+45
+14% +$4.27K ﹤0.01% 1371
2025
Q1 		$27.7K Buy
314
+264
+528% +$27.1K ﹤0.01% 1163
2024
Q4 		$4.8K Sell
50
-32
-39% -$2.98K ﹤0.01% 1756
2024
Q3 		$6.71K Sell
82
-10
-11% -$772 ﹤0.01% 1578
2024
Q2 		$7.93K Buy
92
+72
+360% +$5.82K ﹤0.01% 1382
2024
Q1 		$1.63K Hold
20
– – ﹤0.01% 1074
2023
Q4 		$1.33K Sell
20
-15
-43% -$1.04K ﹤0.01% 1082
2023
Q3 		$2.56K Buy
35
+12
+52% +$811 ﹤0.01% 975
2023
Q2 		$1.45K Hold
23
– – ﹤0.01% 1043
2023
Q1 		$1.35K Buy
23
+3
+15% +$182 ﹤0.01% 1049
2022
Q4 		$1.23K Hold
20
– – ﹤0.01% 1027
2022
Q3 		$1K Hold
20
– – ﹤0.01% 1087
2022
Q2 		$1K Hold
20
– – ﹤0.01% 1054
2022
Q1 		$1K Hold
20
– – ﹤0.01% 1041
2021
Q4 		$1K Buy
+20
New +$1.17K ﹤0.01% 1021

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

Arax Advisory Partners's HQY Position: Q1 2026 in Review

Arax Advisory Partners increased its HealthEquity (HQY) stake by 224% in Q1 2026, buying an estimated $25.7K and bringing the position to 453 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Arax Advisory Partners first reported a position in HQY in Q4 2021 and has held it in 18 quarters since. The position peaked at $481K in Q3 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Arax Advisory Partners held 453 shares of HealthEquity worth $37.3K as of Q1 2026.
  • Arax Advisory Partners bought 313 HealthEquity shares in Q1 2026, an estimated $25.7K.
  • HealthEquity made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1806 holding.
  • Arax Advisory Partners first reported a position in HealthEquity in Q4 2021 and has held it in 18 quarters since.
  • Arax Advisory Partners's HealthEquity position peaked at $481K in Q3 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.