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Burkett Financial Services’s HealthEquity HQY Stock Holding History

Burkett Financial Services’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
Q3 		$21.4K Buy
+242
New +$23.7K 0.01% 243

Other funds holding HQY

IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Burkett Financial Services's HQY Position: Q3 2026 in Review

Burkett Financial Services opened a new position in HealthEquity (HQY) in Q3 2026: 242 shares worth $21.4K. The stake represents 0.01% of the portfolio and ranks #243 among its holdings.

14 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

  • Burkett Financial Services held 242 shares of HealthEquity worth $21.4K as of Q3 2026.
  • HealthEquity was a new Burkett Financial Services position in Q3 2026.
  • HealthEquity made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #243 holding.
  • 14 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.