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Ashton Thomas Private Wealth’s HealthEquity HQY Stock Holding History

Ashton Thomas Private Wealth’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 		$911K Sell
10,083
-865
-8% -$73.3K 0.02% 583
2026
Q1 		$915K Buy
10,948
+731
+7% +$60K 0.02% 559
2025
Q4 		$936K Sell
10,217
-53
-0.5% -$5.07K 0.02% 509
2025
Q3 		$973K Buy
10,270
+5,158
+101% +$485K 0.03% 474
2025
Q2 		$536K Buy
+5,112
New +$485K 0.02% 564
2024
Q3 		– Sell
-1,696
Closed -$146K – 1153
2024
Q2 		$146K Buy
+1,696
New +$137K 0.01% 657

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

Ashton Thomas Private Wealth's HQY Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its HealthEquity (HQY) stake by 7.9% in Q2 2026, selling an estimated $73.3K and leaving 10,083 shares worth $911K. The position accounts for 0.02% of the portfolio, ranked #583.

Ashton Thomas Private Wealth first reported a position in HQY in Q2 2024 and has held it in 6 quarters since. The position peaked at $973K in Q3 2025. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Ashton Thomas Private Wealth held 10,083 shares of HealthEquity worth $911K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 865 HealthEquity shares in Q2 2026, an estimated $73.3K.
  • HealthEquity made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #583 holding.
  • Ashton Thomas Private Wealth first reported a position in HealthEquity in Q2 2024 and has held it in 6 quarters since.
  • Ashton Thomas Private Wealth's HealthEquity position peaked at $973K in Q3 2025.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.