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Aviso Financial’s HealthEquity HQY Stock Holding History

Aviso Financial’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 		$135K Sell
1,615
-59
-4% -$4.84K ﹤0.01% 231
2025
Q4 		$153K Sell
1,674
-81
-5% -$7.75K 0.01% 227
2025
Q3 		$166K Sell
1,755
-127
-7% -$12K 0.01% 233
2025
Q2 		$197K Buy
1,882
+89
+5% +$8.44K 0.01% 228
2025
Q1 		$158K Buy
+1,793
New +$184K 0.01% 236

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

Aviso Financial's HQY Position: Q1 2026 in Review

Aviso Financial reduced its HealthEquity (HQY) stake by 3.5% in Q1 2026, selling an estimated $4.84K and leaving 1,615 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Aviso Financial first reported a position in HQY in Q1 2025 and has held it in 5 quarters since. The position peaked at $197K in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Aviso Financial held 1,615 shares of HealthEquity worth $135K as of Q1 2026.
  • Aviso Financial sold 59 HealthEquity shares in Q1 2026, an estimated $4.84K.
  • HealthEquity made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #231 holding.
  • Aviso Financial first reported a position in HealthEquity in Q1 2025 and has held it in 5 quarters since.
  • Aviso Financial's HealthEquity position peaked at $197K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.