EWM
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Evolution Wealth Management’s HealthEquity HQY Stock Holding History

Evolution Wealth Management’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 		$90 Hold
1
– – ﹤0.01% 928
2026
Q1 		$84 Hold
1
– – ﹤0.01% 844
2025
Q4 		$92 Hold
1
– – ﹤0.01% 740
2025
Q3 		$95 Hold
1
– – ﹤0.01% 585
2025
Q2 		$105 Buy
+1
New +$95 ﹤0.01% 571

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

Evolution Wealth Management's HQY Position: Q2 2026 in Review

Evolution Wealth Management held its HealthEquity (HQY) position steady in Q2 2026 at 1 share worth $90. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Evolution Wealth Management first reported a position in HQY in Q2 2025 and has held it in 5 quarters since. The position peaked at $105 in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Evolution Wealth Management held 1 share of HealthEquity worth $90 as of Q2 2026.
  • Evolution Wealth Management left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #928 holding.
  • Evolution Wealth Management first reported a position in HealthEquity in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's HealthEquity position peaked at $105 in Q2 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.