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GDS Wealth Management’s HealthEquity HQY Stock Holding History

GDS Wealth 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
Q2 		$12.4M Buy
137,092
+11,484
+9% +$974K 0.59% 64
2026
Q1 		$10.5M Buy
125,608
+15,486
+14% +$1.27M 0.63% 62
2025
Q4 		$10.1M Buy
110,122
+9,153
+9% +$876K 0.63% 61
2025
Q3 		$9.57M Buy
100,969
+13,682
+16% +$1.29M 0.63% 67
2025
Q2 		$9.14M Buy
87,287
+19,280
+28% +$1.83M 0.67% 65
2025
Q1 		$6.01M Buy
68,007
+26,876
+65% +$2.76M 0.51% 63
2024
Q4 		$3.95M Buy
41,131
+12,493
+44% +$1.16M 0.36% 57
2024
Q3 		$2.34M Buy
+28,638
New +$2.21M 0.23% 56

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

GDS Wealth Management's HQY Position: Q2 2026 in Review

GDS Wealth Management increased its HealthEquity (HQY) stake by 9.1% in Q2 2026, buying an estimated $974K and bringing the position to 137,092 shares worth $12.4M. The position accounts for 0.59% of the portfolio, ranked #64.

GDS Wealth Management first reported a position in HQY in Q3 2024 and has held it in 8 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • GDS Wealth Management held 137,092 shares of HealthEquity worth $12.4M as of Q2 2026.
  • GDS Wealth Management bought 11,484 HealthEquity shares in Q2 2026, an estimated $974K.
  • HealthEquity made up 0.59% of GDS Wealth Management's portfolio in Q2 2026, its #64 holding.
  • GDS Wealth Management first reported a position in HealthEquity in Q3 2024 and has held it in 8 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.