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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
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 $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

GDS Wealth Management's HQY Position: Q1 2026 in Review

GDS Wealth Management increased its HealthEquity (HQY) stake by 14% in Q1 2026, buying an estimated $1.27M and bringing the position to 125,608 shares worth $10.5M. The position accounts for 0.63% of the portfolio, ranked #62.

GDS Wealth Management first reported a position in HQY in Q3 2024 and has held it in 7 quarters since. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • GDS Wealth Management held 125,608 shares of HealthEquity worth $10.5M as of Q1 2026.
  • GDS Wealth Management bought 15,486 HealthEquity shares in Q1 2026, an estimated $1.27M.
  • HealthEquity made up 0.63% of GDS Wealth Management's portfolio in Q1 2026, its #62 holding.
  • GDS Wealth Management first reported a position in HealthEquity in Q3 2024 and has held it in 7 quarters since.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.