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Bartlett & Co Wealth Management’s HealthEquity HQY Stock Holding History

Bartlett & Co 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
Q2 		$148K Buy
+1,643
New +$139K ﹤0.01% 539
2022
Q3 		– Sell
-170
Closed -$10.4K – 1230
2022
Q2 		$10.4K Buy
+170
New +$10.9K ﹤0.01% 858
2021
Q1 		– Sell
-24
Closed -$1.67K – 1145
2020
Q4 		$1.67K Buy
+24
New +$1.49K ﹤0.01% 945

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

Bartlett & Co Wealth Management's HQY Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in HealthEquity (HQY) in Q2 2026: 1,643 shares worth $148K. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in HQY as recently as Q2 2022.

Bartlett & Co Wealth Management first reported a position in HQY in Q4 2020 and has held it in 3 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,643 shares of HealthEquity worth $148K as of Q2 2026.
  • HealthEquity was a new Bartlett & Co Wealth Management position in Q2 2026.
  • HealthEquity made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #539 holding.
  • Bartlett & Co Wealth Management first reported a position in HealthEquity in Q4 2020 and has held it in 3 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.