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Avion Wealth’s HealthEquity HQY Stock Holding History

Avion 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
Q1 		$0 Hold
7
– – ﹤0.01% 1405
2025
Q4 		$0 Hold
7
– – ﹤0.01% 1390
2025
Q3 		$0 Hold
7
– – ﹤0.01% 1355
2025
Q2 		$0 Hold
7
– – ﹤0.01% 1364
2025
Q1 		$0 Buy
+7
New +$718 ﹤0.01% 1179
2024
Q4 		– Sell
-7
Closed – – 1131
2024
Q3 		$0 Buy
+7
New +$540 ﹤0.01% 1155

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

Avion Wealth's HQY Position: Q1 2026 in Review

Avion Wealth held its HealthEquity (HQY) position steady in Q1 2026 at 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Avion Wealth first reported a position in HQY in Q3 2024 and has held it in 6 quarters since. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Avion Wealth held 7 shares of HealthEquity worth $0 as of Q1 2026.
  • Avion Wealth left its HealthEquity share count unchanged in Q1 2026.
  • HealthEquity made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1405 holding.
  • Avion Wealth first reported a position in HealthEquity in Q3 2024 and has held it in 6 quarters since.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.