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Dunhill Financial’s HealthEquity HQY Stock Holding History

Dunhill Financial’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 		$993 Sell
11
-1
-8% -$85 ﹤0.01% 1012
2026
Q1 		$1.07K Buy
12
+10
+500% +$820 ﹤0.01% 944
2025
Q4 		$165 Buy
+2
New +$191 ﹤0.01% 1176

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Dunhill Financial's HQY Position: Q2 2026 in Review

Dunhill Financial reduced its HealthEquity (HQY) stake by 8.3% in Q2 2026, selling an estimated $85 and leaving 11 shares worth $993. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Dunhill Financial first reported a position in HQY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07K in Q1 2026. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Dunhill Financial held 11 shares of HealthEquity worth $993 as of Q2 2026.
  • Dunhill Financial sold 1 HealthEquity share in Q2 2026, an estimated $85.
  • HealthEquity made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #1012 holding.
  • Dunhill Financial first reported a position in HealthEquity in Q4 2025 and has held it in 3 quarters since.
  • Dunhill Financial's HealthEquity position peaked at $1.07K in Q1 2026.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.