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 Q2	$8.98M	Buy	90,675 +122	+0.1%	+$10.3K	0.15%	143
2026 Q1	$7.38M	Buy	90,553 +116	+0.1%	+$9.52K	0.13%	169
2025 Q4	$7.62M	Sell	90,437 -69	-0.1%	-$6.61K	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	0.78%	26
2024 Q2	$6.45M	Buy	+94,922	New	+$7.67M	0.8%	26

Other funds holding HQY

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $3.37T AUM 44.26% 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

Diversify Wealth Management's HQY Position: Q2 2026 in Review

Diversify Wealth Management increased its HealthEquity (HQY) stake by 0.13% in Q2 2026, buying an estimated $10.3K and bringing the position to 90,675 shares worth $8.98M. The position accounts for 0.15% of the portfolio, ranked #143.

Diversify Wealth Management first reported a position in HQY in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.26M in Q4 2024. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Diversify Wealth Management held 90,675 shares of HealthEquity worth $8.98M as of Q2 2026.
Diversify Wealth Management bought 122 HealthEquity shares in Q2 2026, an estimated $10.3K.
HealthEquity made up 0.15% of Diversify Wealth Management's portfolio in Q2 2026, its #143 holding.
Diversify Wealth Management first reported a position in HealthEquity in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's HealthEquity position peaked at $9.26M in Q4 2024.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.