Golden State Wealth Management’s HealthEquity HQY Stock Holding History

Golden State 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	$361	Sell	4 -20	-83%	-$1.7K	﹤0.01%	1553
2026 Q1	$2K	Hold	24	–	–	﹤0.01%	1344
2025 Q4	$2.2K	Hold	24	–	–	﹤0.01%	1372
2025 Q3	$2.27K	Buy	24 +20	+500%	+$1.88K	﹤0.01%	1371
2025 Q2	$419	Hold	4	–	–	﹤0.01%	1503
2025 Q1	$353	Hold	4	–	–	﹤0.01%	1526
2024 Q4	$384	Buy	+4	New	+$373	﹤0.01%	1441

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

Golden State Wealth Management's HQY Position: Q2 2026 in Review

Golden State Wealth Management reduced its HealthEquity (HQY) stake by 83% in Q2 2026, selling an estimated $1.7K and leaving 4 shares worth $361. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Golden State Wealth Management first reported a position in HQY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.27K in Q3 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Golden State Wealth Management held 4 shares of HealthEquity worth $361 as of Q2 2026.
Golden State Wealth Management sold 20 HealthEquity shares in Q2 2026, an estimated $1.7K.
HealthEquity made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1553 holding.
Golden State Wealth Management first reported a position in HealthEquity in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's HealthEquity position peaked at $2.27K in Q3 2025.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.