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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 		$487K Buy
319,075
+314,962
+7,658% +$26.7M 0.06% 282
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Curated Wealth Partners increased its HealthEquity (HQY) stake by 7,658% in Q2 2026, buying an estimated $26.7M and bringing the position to 319,075 shares worth $487K. The position accounts for 0.06% of the portfolio, ranked #282.

Curated Wealth Partners first reported a position in HQY in Q4 2024 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Curated Wealth Partners held 319,075 shares of HealthEquity worth $487K as of Q2 2026.
  • Curated Wealth Partners bought 314,962 HealthEquity shares in Q2 2026, an estimated $26.7M.
  • HealthEquity made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #282 holding.
  • Curated Wealth Partners first reported a position in HealthEquity in Q4 2024 and has held it in 7 quarters since.
  • 53 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.