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Continuum Advisory’s HealthEquity HQY Stock Holding History

Continuum Advisory’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 		$6.59K Buy
+73
New +$6.19K ﹤0.01% 1394
2025
Q2 		– Sell
-37
Closed -$3.27K – 914
2025
Q1 		$3.27K Buy
37
+2
+6% +$205 ﹤0.01% 1203
2024
Q4 		$3.36K Sell
35
-5
-13% -$466 ﹤0.01% 1246
2024
Q3 		$3.83K Sell
40
-14
-26% -$1.08K ﹤0.01% 1234
2024
Q2 		$4.66K Sell
54
-3
-5% -$242 ﹤0.01% 1090
2024
Q1 		$4.42K Buy
+57
New +$4.45K ﹤0.01% 1087

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

Continuum Advisory's HQY Position: Q2 2026 in Review

Continuum Advisory opened a new position in HealthEquity (HQY) in Q2 2026: 73 shares worth $6.59K. The stake represents ﹤0.01% of the portfolio and ranks #1394 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in HQY as recently as Q1 2025.

Continuum Advisory first reported a position in HQY in Q1 2024 and has held it in 6 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Continuum Advisory held 73 shares of HealthEquity worth $6.59K as of Q2 2026.
  • HealthEquity was a new Continuum Advisory position in Q2 2026.
  • HealthEquity made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1394 holding.
  • Continuum Advisory first reported a position in HealthEquity in Q1 2024 and has held it in 6 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.