Focus Partners Wealth
HQY icon

Focus Partners Wealth’s HealthEquity HQY Stock Holding History

Focus Partners Wealth’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
Q1 		$460K Buy
5,509
+2,100
+62% +$172K ﹤0.01% 1980
2025
Q4 		$312K Buy
3,409
+1,165
+52% +$112K ﹤0.01% 2204
2025
Q3 		$213K Buy
+2,244
New +$211K ﹤0.01% 2028

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focus Partners Wealth's HQY Position: Q1 2026 in Review

Focus Partners Wealth increased its HealthEquity (HQY) stake by 62% in Q1 2026, buying an estimated $172K and bringing the position to 5,509 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

Focus Partners Wealth first reported a position in HQY in Q3 2025 and has held it in 3 quarters since. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Focus Partners Wealth held 5,509 shares of HealthEquity worth $460K as of Q1 2026.
  • Focus Partners Wealth bought 2,100 HealthEquity shares in Q1 2026, an estimated $172K.
  • HealthEquity made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1980 holding.
  • Focus Partners Wealth first reported a position in HealthEquity in Q3 2025 and has held it in 3 quarters since.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.