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Curated Wealth Partners’s HealthEquity HQY Stock Holding History

Curated Wealth Partners’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 		$350K Sell
3,880
-233
-6% -$19.8K 0.04% 148
2026
Q1 		$344K Buy
4,113
+846
+26% +$69.4K 0.04% 139
2025
Q4 		$299K Buy
3,267
+639
+24% +$61.2K 0.03% 155
2025
Q3 		$249K Buy
2,628
+247
+10% +$23.2K 0.03% 134
2025
Q2 		$249K Sell
2,381
-565
-19% -$53.6K 0.03% 139
2025
Q1 		$260K Buy
2,946
+425
+17% +$43.6K 0.03% 131
2024
Q4 		$242K Buy
+2,521
New +$235K 0.03% 132

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

Curated Wealth Partners's HQY Position: Q2 2026 in Review

Curated Wealth Partners reduced its HealthEquity (HQY) stake by 5.7% in Q2 2026, selling an estimated $19.8K and leaving 3,880 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #148.

Curated Wealth Partners first reported a position in HQY in Q4 2024 and has held it in 7 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Curated Wealth Partners held 3,880 shares of HealthEquity worth $350K as of Q2 2026.
  • Curated Wealth Partners sold 233 HealthEquity shares in Q2 2026, an estimated $19.8K.
  • HealthEquity made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #148 holding.
  • Curated Wealth Partners first reported a position in HealthEquity in Q4 2024 and has held it in 7 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.