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Avior Wealth Management’s HealthEquity HQY Stock Holding History

Avior Wealth Management’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 		– Sell
-5,309
Closed -$486K – 842
2025
Q4 		$486K Sell
5,309
-148
-3% -$14.2K 0.02% 467
2025
Q3 		$517K Buy
5,457
+1,636
+43% +$154K 0.02% 436
2025
Q2 		$400K Buy
+3,821
New +$362K 0.01% 494
2025
Q1 		– Sell
-301
Closed -$28.9K – 1452
2024
Q4 		$28.9K Buy
301
+13
+5% +$1.21K ﹤0.01% 1326
2024
Q3 		$23.6K Buy
288
+134
+87% +$10.3K ﹤0.01% 1342
2024
Q2 		$13.3K Buy
154
+25
+19% +$2.02K ﹤0.01% 1441
2024
Q1 		$10.5K Buy
129
+34
+36% +$2.65K ﹤0.01% 1856
2023
Q4 		$6.3K Hold
95
– – ﹤0.01% 1086
2023
Q3 		$6.94K Buy
95
+75
+375% +$5.07K ﹤0.01% 1102
2023
Q2 		$1.26K Hold
20
– – ﹤0.01% 1400
2023
Q1 		$1.17K Hold
20
– – ﹤0.01% 1447
2022
Q4 		$1.23K Hold
20
– – ﹤0.01% 1102
2022
Q3 		$1K Buy
+20
New +$1.27K ﹤0.01% 1087
2018
Q2 		– Sell
-2,411
Closed -$146K – 815
2018
Q1 		$146K Sell
2,411
-348
-13% -$18.8K 0.03% 397
2017
Q4 		$129K Buy
+2,759
New +$137K 0.03% 417

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avior Wealth Management's HQY Position: Q1 2026 in Review

Avior Wealth Management sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 5,309 shares — an estimated $486K sold.

Avior Wealth Management first reported a position in HQY in Q4 2017 and held it in 15 quarters. The position peaked at $517K in Q3 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Avior Wealth Management reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Avior Wealth Management sold 5,309 HealthEquity shares in Q1 2026, an estimated $486K.
  • Avior Wealth Management first reported a position in HealthEquity in Q4 2017 and held it in 15 quarters.
  • Avior Wealth Management's HealthEquity position peaked at $517K in Q3 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Avior Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.