Elk River Wealth Management’s HealthEquity HQY Stock Holding History

Elk River 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 Q1	$5.23M	Sell	62,610 -1,479	-2%	-$121K	0.87%	32
2025 Q4	$5.86M	Sell	64,089 -385	-0.6%	-$36.9K	0.94%	31
2025 Q3	$6.11M	Sell	64,474 -485	-0.7%	-$45.6K	0.98%	29
2025 Q2	$6.81M	Sell	64,959 -822	-1%	-$77.9K	1.17%	27
2025 Q1	$5.81M	Buy	65,781 +96	+0.1%	+$9.85K	1.09%	31
2024 Q4	$6.3M	Sell	65,685 -496	-0.7%	-$46.2K	1.14%	28
2024 Q3	$5.42M	Buy	66,181 +217	+0.3%	+$16.7K	0.99%	32
2024 Q2	$5.69M	Buy	65,964 +19,024	+41%	+$1.54M	1.11%	30
2024 Q1	$3.83M	Buy	+46,940	New	+$3.67M	0.78%	36

Other funds holding HQY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return