Financial Management Professionals’s HealthEquity HQY Stock Holding History

Financial Management Professionals’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	$632	Hold	7	–	–	﹤0.01%	932
2026 Q1	$585	Buy	7 +2	+40%	+$164	﹤0.01%	866
2025 Q4	$458	Hold	5	–	–	﹤0.01%	881
2025 Q3	$474	Hold	5	–	–	﹤0.01%	863
2025 Q2	$524	Hold	5	–	–	﹤0.01%	909
2025 Q1	$442	Hold	5	–	–	﹤0.01%	901
2024 Q4	$480	Hold	5	–	–	﹤0.01%	894
2024 Q3	$0	Buy	5 +2	+67%	+$154	﹤0.01%	977
2024 Q2	$0	Buy	+3	New	+$242	﹤0.01%	955
2022 Q4	–	Sell	-4	Closed	–	–	988
2022 Q3	$0	Buy	+4	New	+$253	﹤0.01%	1001
2021 Q4	–	Sell	-28	Closed	-$2K	–	1012
2021 Q3	$2K	Sell	28 -5	-15%	-$347	﹤0.01%	719
2021 Q2	$3K	Buy	+33	New	+$2.51K	﹤0.01%	605

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Financial Management Professionals's HQY Position: Q2 2026 in Review

Financial Management Professionals held its HealthEquity (HQY) position steady in Q2 2026 at 7 shares worth $632. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Financial Management Professionals first reported a position in HQY in Q2 2021 and has held it in 12 quarters since. The position peaked at $3K in Q2 2021. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Financial Management Professionals held 7 shares of HealthEquity worth $632 as of Q2 2026.
Financial Management Professionals left its HealthEquity share count unchanged in Q2 2026.
HealthEquity made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #932 holding.
Financial Management Professionals first reported a position in HealthEquity in Q2 2021 and has held it in 12 quarters since.
Financial Management Professionals's HealthEquity position peaked at $3K in Q2 2021.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.