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HB Wealth Management’s HealthEquity HQY Stock Holding History

HB 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 		$422K Buy
4,671
+1,927
+70% +$163K ﹤0.01% 1197
2026
Q1 		$229K Buy
+2,744
New +$225K ﹤0.01% 1364
2025
Q4 		– Sell
-2,731
Closed -$259K – 1426
2025
Q3 		$259K Sell
2,731
-113
-4% -$10.6K ﹤0.01% 1142
2025
Q2 		$298K Sell
2,844
-404
-12% -$38.3K ﹤0.01% 940
2025
Q1 		$287K Buy
3,248
+531
+20% +$54.5K ﹤0.01% 989
2024
Q4 		$261K Buy
+2,717
New +$253K ﹤0.01% 866

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

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

HB Wealth Management increased its HealthEquity (HQY) stake by 70% in Q2 2026, buying an estimated $163K and bringing the position to 4,671 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

HB Wealth Management first reported a position in HQY in Q4 2024 and has held it in 6 quarters since. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • HB Wealth Management held 4,671 shares of HealthEquity worth $422K as of Q2 2026.
  • HB Wealth Management bought 1,927 HealthEquity shares in Q2 2026, an estimated $163K.
  • HealthEquity made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1197 holding.
  • HB Wealth Management first reported a position in HealthEquity in Q4 2024 and has held it in 6 quarters since.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.