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Hantz Financial Services’s HealthEquity HQY Stock Holding History

Hantz Financial Services’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 		$512K Buy
5,664
+2,245
+66% +$190K 0.01% 717
2026
Q1 		$286K Buy
3,419
+1,114
+48% +$91.4K ﹤0.01% 864
2025
Q4 		$211K Buy
2,305
+746
+48% +$71.4K ﹤0.01% 849
2025
Q3 		$148K Buy
1,559
+457
+41% +$43K ﹤0.01% 843
2025
Q2 		$115K Buy
1,102
+1,061
+2,588% +$101K ﹤0.01% 728
2025
Q1 		$4K Buy
+41
New +$4.21K ﹤0.01% 1213
2024
Q2 		– Sell
-90
Closed -$7K – 1153
2024
Q1 		$7K Buy
+90
New +$7.03K ﹤0.01% 883

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

Hantz Financial Services's HQY Position: Q2 2026 in Review

Hantz Financial Services increased its HealthEquity (HQY) stake by 66% in Q2 2026, buying an estimated $190K and bringing the position to 5,664 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #717.

Hantz Financial Services first reported a position in HQY in Q1 2024 and has held it in 7 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Hantz Financial Services held 5,664 shares of HealthEquity worth $512K as of Q2 2026.
  • Hantz Financial Services bought 2,245 HealthEquity shares in Q2 2026, an estimated $190K.
  • HealthEquity made up 0.01% of Hantz Financial Services's portfolio in Q2 2026, its #717 holding.
  • Hantz Financial Services first reported a position in HealthEquity in Q1 2024 and has held it in 7 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.