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Financial Network Wealth Advisors’s HealthEquity HQY Stock Holding History

Financial Network 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 		– Sell
-100
Closed -$8.36K – 869
2026
Q1 		$8.36K Buy
+100
New +$8.21K 0.01% 489
2024
Q4 		– Sell
-59
Closed -$4.83K – 638
2024
Q3 		$4.83K Sell
59
-59
-50% -$4.55K ﹤0.01% 531
2024
Q2 		$9.29K Buy
+118
New +$9.53K 0.01% 504

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

Financial Network Wealth Advisors's HQY Position: Q2 2026 in Review

Financial Network Wealth Advisors sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 100 shares — an estimated $8.36K sold.

Financial Network Wealth Advisors first reported a position in HQY in Q2 2024 and held it in 3 quarters. The position peaked at $9.29K in Q2 2024. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Financial Network Wealth Advisors reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 100 HealthEquity shares in Q2 2026, an estimated $8.36K.
  • Financial Network Wealth Advisors first reported a position in HealthEquity in Q2 2024 and held it in 3 quarters.
  • Financial Network Wealth Advisors's HealthEquity position peaked at $9.29K in Q2 2024.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.