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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
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

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

Essential Partners's HQY Position: Q2 2026 in Review

Essential Partners reduced its HealthEquity (HQY) stake by 39% in Q2 2026, selling an estimated $12K and leaving 224 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #900.

Essential Partners first reported a position in HQY in Q2 2025 and has held it in 5 quarters since. The position peaked at $41.4K in Q3 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Essential Partners held 224 shares of HealthEquity worth $20.2K as of Q2 2026.
  • Essential Partners sold 141 HealthEquity shares in Q2 2026, an estimated $12K.
  • HealthEquity made up 0.01% of Essential Partners's portfolio in Q2 2026, its #900 holding.
  • Essential Partners first reported a position in HealthEquity in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's HealthEquity position peaked at $41.4K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.