BRWA
HQY icon

B. Riley Wealth Advisors’s HealthEquity HQY Stock Holding History

B. Riley Wealth Advisors’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
-2,606
Closed -$239K – 1000
2025
Q4 		$239K Sell
2,606
-68
-3% -$6.51K 0.01% 794
2025
Q3 		$253K Buy
2,674
+66
+3% +$6.21K 0.01% 787
2025
Q2 		$273K Buy
+2,608
New +$247K 0.01% 751

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

B. Riley Wealth Advisors's HQY Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 2,606 shares — an estimated $239K sold.

B. Riley Wealth Advisors first reported a position in HQY in Q2 2025 and held it in 3 quarters. The position peaked at $273K in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,606 HealthEquity shares in Q1 2026, an estimated $239K.
  • B. Riley Wealth Advisors first reported a position in HealthEquity in Q2 2025 and held it in 3 quarters.
  • B. Riley Wealth Advisors's HealthEquity position peaked at $273K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.