Hennion & Walsh Asset Management’s HealthEquity HQY Stock Holding History

Hennion & Walsh Asset 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	$298K	Sell	3,304 -50	-1%	-$4.24K	0.01%	850
2026 Q1	$280K	Sell	3,354 -25	-0.7%	-$2.05K	0.01%	841
2025 Q4	$310K	Sell	3,379 -75	-2%	-$7.18K	0.01%	827
2025 Q3	$327K	Sell	3,454 -76	-2%	-$7.15K	0.01%	813
2025 Q2	$370K	Buy	3,530 +393	+13%	+$37.3K	0.01%	761
2025 Q1	$277K	Buy	3,137 +897	+40%	+$92K	0.01%	775
2024 Q4	$215K	Buy	+2,240	New	+$209K	0.01%	817
2021 Q4	–	Sell	-4,081	Closed	-$264K	–	761
2021 Q3	$264K	Sell	4,081 -57	-1%	-$3.96K	0.01%	652
2021 Q2	$333K	Sell	4,138 -3,052	-42%	-$233K	0.02%	593
2021 Q1	$489K	Buy	+7,190	New	+$565K	0.03%	500

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

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 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

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Hennion & Walsh Asset Management's HQY Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its HealthEquity (HQY) stake by 1.5% in Q2 2026, selling an estimated $4.24K and leaving 3,304 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #850.

Hennion & Walsh Asset Management first reported a position in HQY in Q1 2021 and has held it in 10 quarters since. The position peaked at $489K in Q1 2021. 99 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Hennion & Walsh Asset Management held 3,304 shares of HealthEquity worth $298K as of Q2 2026.
Hennion & Walsh Asset Management sold 50 HealthEquity shares in Q2 2026, an estimated $4.24K.
HealthEquity made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #850 holding.
Hennion & Walsh Asset Management first reported a position in HealthEquity in Q1 2021 and has held it in 10 quarters since.
Hennion & Walsh Asset Management's HealthEquity position peaked at $489K in Q1 2021.
99 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.