Bogart Wealth LLC’s HealthEquity HQY Stock Holding History

Bogart Wealth LLC’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	$4.79K	Hold	53	–	–	﹤0.01%	1213
2026 Q1	$4.43K	Buy	53 +7	+15%	+$574	﹤0.01%	1093
2025 Q4	$4.21K	Hold	46	–	–	﹤0.01%	1043
2025 Q3	$4.36K	Hold	46	–	–	﹤0.01%	1005
2025 Q2	$4.82K	Hold	46	–	–	﹤0.01%	946
2025 Q1	$4.07K	Hold	46	–	–	﹤0.01%	940
2024 Q4	$4.41K	Hold	46	–	–	﹤0.01%	914
2024 Q3	$3.77K	Hold	46	–	–	﹤0.01%	880
2024 Q2	$3.96K	Hold	46	–	–	﹤0.01%	834
2024 Q1	$3.75K	Hold	46	–	–	﹤0.01%	821
2023 Q4	$3.05K	Hold	46	–	–	﹤0.01%	837
2023 Q3	$3.36K	Hold	46	–	–	﹤0.01%	802
2023 Q2	$2.9K	Hold	46	–	–	﹤0.01%	824
2023 Q1	$2.7K	Buy	+46	New	+$2.79K	﹤0.01%	852

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Bogart Wealth LLC's HQY Position: Q2 2026 in Review

Bogart Wealth LLC held its HealthEquity (HQY) position steady in Q2 2026 at 53 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Bogart Wealth LLC first reported a position in HQY in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.82K in Q2 2025. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Bogart Wealth LLC held 53 shares of HealthEquity worth $4.79K as of Q2 2026.
Bogart Wealth LLC left its HealthEquity share count unchanged in Q2 2026.
HealthEquity made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1213 holding.
Bogart Wealth LLC first reported a position in HealthEquity in Q1 2023 and has held it in 14 quarters since.
Bogart Wealth LLC's HealthEquity position peaked at $4.82K in Q2 2025.
501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.