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 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 $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