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Forum Financial Management’s HealthEquity HQY Stock Holding History

Forum Financial Management’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 		– Sell
-2,642
Closed -$242K – 638
2025
Q4 		$242K Hold
2,642
– – ﹤0.01% 861
2025
Q3 		$250K Buy
2,642
+346
+15% +$32.6K ﹤0.01% 836
2025
Q2 		$241K Buy
2,296
+5
+0.2% +$474 ﹤0.01% 795
2025
Q1 		$202K Buy
2,291
+59
+3% +$6.05K ﹤0.01% 813
2024
Q4 		$214K Buy
+2,232
New +$208K ﹤0.01% 814

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forum Financial Management's HQY Position: Q1 2026 in Review

Forum Financial Management sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 2,642 shares — an estimated $242K sold.

Forum Financial Management first reported a position in HQY in Q4 2024 and held it in 5 quarters. The position peaked at $250K in Q3 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Forum Financial Management reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,642 HealthEquity shares in Q1 2026, an estimated $242K.
  • Forum Financial Management first reported a position in HealthEquity in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's HealthEquity position peaked at $250K in Q3 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.