Essential Partners’s HealthEquity HQY Stock Holding History

Essential Partners’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 Q3	$19.8K	Hold	224	–	–	0.01%	914
2026 Q2	$20.2K	Sell	224 -141	-39%	-$12K	0.01%	900
2026 Q1	$30.5K	Sell	365 -78	-18%	-$6.4K	0.01%	760
2025 Q4	$40.6K	Buy	443 +6	+1%	+$574	0.01%	664
2025 Q3	$41.4K	Buy	437 +433	+10,825%	+$40.7K	0.01%	645
2025 Q2	$419	Buy	+4	New	+$379	﹤0.01%	1748

Other funds holding HQY

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Essential Partners's HQY Position: Q3 2026 in Review

Essential Partners held its HealthEquity (HQY) position steady in Q3 2026 at 224 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #914.

Essential Partners first reported a position in HQY in Q2 2025 and has held it in 6 quarters since. The position peaked at $41.4K in Q3 2025. 41 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

Essential Partners held 224 shares of HealthEquity worth $19.8K as of Q3 2026.
Essential Partners left its HealthEquity share count unchanged in Q3 2026.
HealthEquity made up 0.01% of Essential Partners's portfolio in Q3 2026, its #914 holding.
Essential Partners first reported a position in HealthEquity in Q2 2025 and has held it in 6 quarters since.
Essential Partners's HealthEquity position peaked at $41.4K in Q3 2025.
41 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.