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Estate Planners Group’s HealthEquity HQY Stock Holding History

Estate Planners Group’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 		$212K Buy
+2,347
New +$199K 0.1% 64
2026
Q1 		– Sell
-1,299
Closed -$119K – 206
2025
Q4 		$119K Buy
+1,299
New +$124K 0.05% 89

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

Estate Planners Group's HQY Position: Q2 2026 in Review

Estate Planners Group opened a new position in HealthEquity (HQY) in Q2 2026: 2,347 shares worth $212K. The stake represents 0.1% of the portfolio and ranks #64 among its holdings. This is a return to the name: Estate Planners Group previously reported a position in HQY as recently as Q4 2025.

Estate Planners Group first reported a position in HQY in Q4 2025 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Estate Planners Group held 2,347 shares of HealthEquity worth $212K as of Q2 2026.
  • HealthEquity was a new Estate Planners Group position in Q2 2026.
  • HealthEquity made up 0.1% of Estate Planners Group's portfolio in Q2 2026, its #64 holding.
  • Estate Planners Group first reported a position in HealthEquity in Q4 2025 and has held it in 2 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.