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Asset Dedication LLC’s HealthEquity HQY Stock Holding History

Asset Dedication LLC’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 		$15.4K Hold
171
– – ﹤0.01% 705
2026
Q1 		$14.3K Hold
171
– – ﹤0.01% 695
2025
Q4 		$15.7K Hold
171
– – ﹤0.01% 703
2025
Q3 		$16.2K Hold
171
– – ﹤0.01% 722
2025
Q2 		$17.9K Hold
171
– – ﹤0.01% 721
2025
Q1 		$15.1K Sell
171
-19
-10% -$1.95K ﹤0.01% 696
2024
Q4 		$18.2K Hold
190
– – ﹤0.01% 675
2024
Q3 		$15.6K Hold
190
– – ﹤0.01% 740
2024
Q2 		$16.4K Buy
190
+181
+2,011% +$14.6K ﹤0.01% 722
2024
Q1 		$1K Hold
9
– – ﹤0.01% 927
2023
Q4 		$1K Hold
9
– – ﹤0.01% 936
2023
Q3 		$1K Hold
9
– – ﹤0.01% 934
2023
Q2 		$1K Buy
+9
New +$522 ﹤0.01% 908

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

Asset Dedication LLC's HQY Position: Q2 2026 in Review

Asset Dedication LLC held its HealthEquity (HQY) position steady in Q2 2026 at 171 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Asset Dedication LLC first reported a position in HQY in Q2 2023 and has held it in 13 quarters since. The position peaked at $18.2K in Q4 2024. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Asset Dedication LLC held 171 shares of HealthEquity worth $15.4K as of Q2 2026.
  • Asset Dedication LLC left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #705 holding.
  • Asset Dedication LLC first reported a position in HealthEquity in Q2 2023 and has held it in 13 quarters since.
  • Asset Dedication LLC's HealthEquity position peaked at $18.2K in Q4 2024.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.