EP Wealth Advisors’s HealthEquity HQY Stock Holding History

EP Wealth Advisors’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	$510K	Buy	5,649 +449	+9%	+$38.1K	﹤0.01%	1024
2026 Q1	$435K	Buy	5,200 +49	+1%	+$4.02K	﹤0.01%	968
2025 Q4	$472K	Buy	+5,151	New	+$493K	﹤0.01%	908
2025 Q2	$541K	Sell	5,164 -208	-4%	-$19.7K	﹤0.01%	756
2025 Q1	$475K	Buy	5,372 +817	+18%	+$83.8K	﹤0.01%	724
2024 Q4	$437K	Buy	4,555 +403	+10%	+$37.6K	﹤0.01%	737
2024 Q3	$340K	Buy	+4,152	New	+$320K	﹤0.01%	812
2021 Q4	–	Sell	-7,982	Closed	-$517K	–	553
2021 Q3	$517K	Buy	7,982 +3,636	+84%	+$253K	0.01%	325
2021 Q2	$350K	Buy	4,346 +126	+3%	+$9.6K	0.01%	409
2021 Q1	$287K	Buy	+4,220	New	+$332K	0.01%	410

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

EP Wealth Advisors's HQY Position: Q2 2026 in Review

EP Wealth Advisors increased its HealthEquity (HQY) stake by 8.6% in Q2 2026, buying an estimated $38.1K and bringing the position to 5,649 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

EP Wealth Advisors first reported a position in HQY in Q1 2021 and has held it in 10 quarters since. The position peaked at $541K in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

EP Wealth Advisors held 5,649 shares of HealthEquity worth $510K as of Q2 2026.
EP Wealth Advisors bought 449 HealthEquity shares in Q2 2026, an estimated $38.1K.
HealthEquity made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1024 holding.
EP Wealth Advisors first reported a position in HealthEquity in Q1 2021 and has held it in 10 quarters since.
EP Wealth Advisors's HealthEquity position peaked at $541K in Q2 2025.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.