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Econ Financial Services’s HealthEquity HQY Stock Holding History

Econ Financial Services’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
Q1 		– Sell
-27,249
Closed -$2.5M – 83
2025
Q4 		$2.5M Buy
27,249
+7,770
+40% +$744K 1.25% 34
2025
Q3 		$1.85M Buy
+19,479
New +$1.83M 0.92% 45
2023
Q4 		– Sell
-4,867
Closed -$356K – 75
2023
Q3 		$356K Buy
+4,867
New +$329K 0.26% 66
2022
Q1 		– Sell
-2,000
Closed -$88K – 172
2021
Q4 		$88K Buy
+2,000
New +$116K 0.06% 91

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Econ Financial Services's HQY Position: Q1 2026 in Review

Econ Financial Services sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 27,249 shares — an estimated $2.5M sold.

Econ Financial Services first reported a position in HQY in Q4 2021 and held it in 4 quarters. The position peaked at $2.5M in Q4 2025. 487 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Econ Financial Services reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Econ Financial Services sold 27,249 HealthEquity shares in Q1 2026, an estimated $2.5M.
  • Econ Financial Services first reported a position in HealthEquity in Q4 2021 and held it in 4 quarters.
  • Econ Financial Services's HealthEquity position peaked at $2.5M in Q4 2025.
  • 487 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Econ Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.