DiNuzzo Private Wealth’s HealthEquity HQY Stock Holding History

DiNuzzo Private Wealth’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	$1.18K	Buy	13 +1	+8%	+$85	﹤0.01%	854
2026 Q1	$1K	Sell	12 -1	-8%	-$82	﹤0.01%	876
2025 Q4	$1.19K	Hold	13	–	–	﹤0.01%	826
2025 Q3	$1.16K	Hold	13	–	–	﹤0.01%	823
2025 Q2	$1.36K	Hold	13	–	–	﹤0.01%	758
2025 Q1	$1.15K	Hold	13	–	–	﹤0.01%	772
2024 Q4	$1.25K	Hold	13	–	–	﹤0.01%	763
2024 Q3	$1.06K	Hold	13	–	–	﹤0.01%	829
2024 Q2	$1.12K	Buy	13 +2	+18%	+$162	﹤0.01%	747
2024 Q1	$898	Hold	11	–	–	﹤0.01%	776
2023 Q4	$730	Buy	+11	New	+$763	﹤0.01%	829

Other funds holding HQY

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return