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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

DiNuzzo Private Wealth's HQY Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its HealthEquity (HQY) stake by 8.3% in Q2 2026, buying an estimated $85 and bringing the position to 13 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

DiNuzzo Private Wealth first reported a position in HQY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36K in Q2 2025. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

DiNuzzo Private Wealth held 13 shares of HealthEquity worth $1.18K as of Q2 2026.
DiNuzzo Private Wealth bought 1 HealthEquity share in Q2 2026, an estimated $85.
HealthEquity made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #854 holding.
DiNuzzo Private Wealth first reported a position in HealthEquity in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's HealthEquity position peaked at $1.36K in Q2 2025.
501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.