Grant Private Wealth Management’s HealthEquity HQY Stock Holding History

Grant Private 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	$206K	Buy	+2,276	New	+$193K	0.09%	159
2026 Q1	–	Sell	-2,306	Closed	-$211K	–	158
2025 Q4	$211K	Sell	2,306 -30	-1%	-$2.87K	0.13%	127
2025 Q3	$221K	Buy	+2,336	New	+$220K	0.14%	128
2025 Q2	–	Sell	-2,631	Closed	-$233K	–	94
2025 Q1	$233K	Sell	2,631 -128	-5%	-$13.1K	0.25%	109
2024 Q4	$265K	Buy	+2,759	New	+$257K	0.29%	94

Other funds holding HQY

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Grant Private Wealth Management's HQY Position: Q2 2026 in Review

Grant Private Wealth Management opened a new position in HealthEquity (HQY) in Q2 2026: 2,276 shares worth $206K. The stake represents 0.09% of the portfolio and ranks #159 among its holdings. This is a return to the name: Grant Private Wealth Management previously reported a position in HQY as recently as Q4 2025.

Grant Private Wealth Management first reported a position in HQY in Q4 2024 and has held it in 5 quarters since. The position peaked at $265K in Q4 2024. 56 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Grant Private Wealth Management held 2,276 shares of HealthEquity worth $206K as of Q2 2026.
HealthEquity was a new Grant Private Wealth Management position in Q2 2026.
HealthEquity made up 0.09% of Grant Private Wealth Management's portfolio in Q2 2026, its #159 holding.
Grant Private Wealth Management first reported a position in HealthEquity in Q4 2024 and has held it in 5 quarters since.
Grant Private Wealth Management's HealthEquity position peaked at $265K in Q4 2024.
56 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.