Diversify Advisory Services’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
Other funds holding HQY
WA
Diversify Advisory Services's HQY Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in HealthEquity (HQY) in Q2 2026: 90,675 shares worth $8.98M. The stake represents 0.15% of the portfolio and ranks #143 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in HQY as recently as Q1 2024.
Diversify Advisory Services first reported a position in HQY in Q1 2024 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.
- Diversify Advisory Services held 90,675 shares of HealthEquity worth $8.98M as of Q2 2026.
- HealthEquity was a new Diversify Advisory Services position in Q2 2026.
- HealthEquity made up 0.15% of Diversify Advisory Services's portfolio in Q2 2026, its #143 holding.
- Diversify Advisory Services first reported a position in HealthEquity in Q1 2024 and has held it in 2 quarters since.
- 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.