Financial Consulate’s HealthEquity HQY Stock Holding History

Financial Consulate’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	$1.77K	Buy	+20	New	+$1.96K	﹤0.01%	1150

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

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

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

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Financial Consulate's HQY Position: Q3 2026 in Review

Financial Consulate opened a new position in HealthEquity (HQY) in Q3 2026: 20 shares worth $1.77K. The stake represents ﹤0.01% of the portfolio and ranks #1150 among its holdings.

99 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

Financial Consulate held 20 shares of HealthEquity worth $1.77K as of Q3 2026.
HealthEquity was a new Financial Consulate position in Q3 2026.
HealthEquity made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1150 holding.
99 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.