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 Q2	$395K	Buy	4,376 +3,923	+866%	+$333K	﹤0.01%	1799
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 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

Arax Advisory Partners's HQY Position: Q2 2026 in Review

Arax Advisory Partners increased its HealthEquity (HQY) stake by 866% in Q2 2026, buying an estimated $333K and bringing the position to 4,376 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Arax Advisory Partners first reported a position in HQY in Q4 2021 and has held it in 19 quarters since. The position peaked at $481K in Q3 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Arax Advisory Partners held 4,376 shares of HealthEquity worth $395K as of Q2 2026.
Arax Advisory Partners bought 3,923 HealthEquity shares in Q2 2026, an estimated $333K.
HealthEquity made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1799 holding.
Arax Advisory Partners first reported a position in HealthEquity in Q4 2021 and has held it in 19 quarters since.
Arax Advisory Partners's HealthEquity position peaked at $481K in Q3 2025.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.