BEI
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Benjamin Edwards Inc’s HealthEquity HQY Stock Holding History

Benjamin Edwards Inc’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 		$1.29M Buy
14,233
+87
+0.6% +$7.38K 0.01% 717
2026
Q1 		$1.18M Buy
14,146
+1,948
+16% +$160K 0.01% 697
2025
Q4 		$1.12M Sell
12,198
-759
-6% -$72.7K 0.01% 669
2025
Q3 		$1.23M Buy
12,957
+6,985
+117% +$657K 0.01% 623
2025
Q2 		$626K Buy
+5,972
New +$566K 0.01% 781

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

Benjamin Edwards Inc's HQY Position: Q2 2026 in Review

Benjamin Edwards Inc increased its HealthEquity (HQY) stake by 0.62% in Q2 2026, buying an estimated $7.38K and bringing the position to 14,233 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #717.

Benjamin Edwards Inc first reported a position in HQY in Q2 2025 and has held it in 5 quarters since. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Benjamin Edwards Inc held 14,233 shares of HealthEquity worth $1.29M as of Q2 2026.
  • Benjamin Edwards Inc bought 87 HealthEquity shares in Q2 2026, an estimated $7.38K.
  • HealthEquity made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #717 holding.
  • Benjamin Edwards Inc first reported a position in HealthEquity in Q2 2025 and has held it in 5 quarters since.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.