Focus Partners Advisor Solutions’s HealthEquity HQY Stock Holding History

Focus Partners Advisor Solutions’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	$211K	Buy	+2,338	New	+$198K	﹤0.01%	1151

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

Focus Partners Advisor Solutions's HQY Position: Q2 2026 in Review

Focus Partners Advisor Solutions opened a new position in HealthEquity (HQY) in Q2 2026: 2,338 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1151 among its holdings.

496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Focus Partners Advisor Solutions held 2,338 shares of HealthEquity worth $211K as of Q2 2026.
HealthEquity was a new Focus Partners Advisor Solutions position in Q2 2026.
HealthEquity made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1151 holding.
496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.