Diversify Wealth Management’s HealthEquity HQY Stock Holding History

Diversify Wealth Management’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 Q3	$8.4M	Buy	90,820 +145	+0.2%	+$14.2K	0.13%	162
2026 Q2	$8.98M	Buy	90,675 +122	+0.1%	+$10.3K	0.15%	143
2026 Q1	$7.38M	Buy	90,553 +116	+0.1%	+$9.5K	0.13%	169
2025 Q4	$7.62M	Sell	90,437 -69	-0.1%	-$6.6K	0.36%	68
2025 Q3	$8.58M	Sell	90,506 -17	-0%	-$1.6K	0.5%	41
2025 Q2	$8.42M	Buy	90,523 +169	+0.2%	+$16K	0.52%	37
2025 Q1	$7.81M	Sell	90,354 -1,968	-2%	-$202K	0.58%	32
2024 Q4	$9.26M	Sell	92,322 -95	-0.1%	-$8.85K	0.72%	25
2024 Q3	$8.1M	Sell	92,417 -2,505	-3%	-$193K	0.77%	27
2024 Q2	$6.45M	Buy	+94,922	New	+$7.67M	0.8%	26

Other funds holding HQY

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Diversify Wealth Management's HQY Position: Q3 2026 in Review

Diversify Wealth Management increased its HealthEquity (HQY) stake by 0.16% in Q3 2026, buying an estimated $14.2K and bringing the position to 90,820 shares worth $8.4M. The position accounts for 0.13% of the portfolio, ranked #162.

Diversify Wealth Management first reported a position in HQY in Q2 2024 and has held it in 10 quarters since. The position peaked at $9.26M in Q4 2024. 99 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

Diversify Wealth Management held 90,820 shares of HealthEquity worth $8.4M as of Q3 2026.
Diversify Wealth Management bought 145 HealthEquity shares in Q3 2026, an estimated $14.2K.
HealthEquity made up 0.13% of Diversify Wealth Management's portfolio in Q3 2026, its #162 holding.
Diversify Wealth Management first reported a position in HealthEquity in Q2 2024 and has held it in 10 quarters since.
Diversify Wealth Management's HealthEquity position peaked at $9.26M in Q4 2024.
99 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.