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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
Q2 		$5.18M Sell
57,389
-5,221
-8% -$443K 0.83% 33
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
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

Elk River Wealth Management's HQY Position: Q2 2026 in Review

Elk River Wealth Management reduced its HealthEquity (HQY) stake by 8.3% in Q2 2026, selling an estimated $443K and leaving 57,389 shares worth $5.18M. The position accounts for 0.83% of the portfolio, ranked #33.

Elk River Wealth Management first reported a position in HQY in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.81M in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Elk River Wealth Management held 57,389 shares of HealthEquity worth $5.18M as of Q2 2026.
  • Elk River Wealth Management sold 5,221 HealthEquity shares in Q2 2026, an estimated $443K.
  • HealthEquity made up 0.83% of Elk River Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Elk River Wealth Management first reported a position in HealthEquity in Q1 2024 and has held it in 10 quarters since.
  • Elk River Wealth Management's HealthEquity position peaked at $6.81M in Q2 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.