EWA
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EverSource Wealth Advisors’s HealthEquity HQY Stock Holding History

EverSource 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 		$7.53M Buy
83,393
+17,503
+27% +$1.48M 0.25% 82
2026
Q1 		$5.51M Buy
65,890
+11,545
+21% +$947K 0.17% 112
2025
Q4 		$4.98M Buy
54,345
+5,081
+10% +$486K 0.18% 102
2025
Q3 		$4.67M Buy
49,264
+16,588
+51% +$1.56M 0.18% 105
2025
Q2 		$3.42M Buy
32,676
+32,521
+20,981% +$3.08M 0.15% 123
2025
Q1 		$13.7K Buy
155
+16
+12% +$1.64K ﹤0.01% 1921
2024
Q4 		$13.3K Buy
139
+80
+136% +$7.46K ﹤0.01% 1855
2024
Q3 		$4.83K Buy
59
+2
+4% +$154 ﹤0.01% 2237
2024
Q2 		$4.47K Buy
57
+41
+256% +$3.31K ﹤0.01% 2259
2024
Q1 		$1.26K Sell
16
-30
-65% -$2.34K ﹤0.01% 2508
2023
Q4 		$3.05K Buy
46
+36
+360% +$2.5K ﹤0.01% 2046
2023
Q3 		$731 Hold
10
– – ﹤0.01% 2319
2023
Q2 		$631 Sell
10
-103
-91% -$5.97K ﹤0.01% 2307
2023
Q1 		$6.63K Buy
+113
New +$6.86K ﹤0.01% 1542
2022
Q4 		– Sell
-12
Closed -$1K – 2357
2022
Q3 		$1K Buy
+12
New +$759 ﹤0.01% 1822

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

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

EverSource Wealth Advisors increased its HealthEquity (HQY) stake by 27% in Q2 2026, buying an estimated $1.48M and bringing the position to 83,393 shares worth $7.53M. The position accounts for 0.25% of the portfolio, ranked #82.

EverSource Wealth Advisors first reported a position in HQY in Q3 2022 and has held it in 15 quarters since. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • EverSource Wealth Advisors held 83,393 shares of HealthEquity worth $7.53M as of Q2 2026.
  • EverSource Wealth Advisors bought 17,503 HealthEquity shares in Q2 2026, an estimated $1.48M.
  • HealthEquity made up 0.25% of EverSource Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • EverSource Wealth Advisors first reported a position in HealthEquity in Q3 2022 and has held it in 15 quarters since.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.