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High Note Wealth’s HealthEquity HQY Stock Holding History

High Note Wealth’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 		$3.7K Buy
41
+18
+78% +$1.53K ﹤0.01% 694
2026
Q1 		$1.92K Sell
23
-22
-49% -$1.8K ﹤0.01% 799
2025
Q4 		$4.12K Sell
45
-1
-2% -$96 ﹤0.01% 586
2025
Q3 		$4.36K Sell
46
-1
-2% -$94 ﹤0.01% 535
2025
Q2 		$4.92K Hold
47
– – ﹤0.01% 426
2025
Q1 		$4.15K Hold
47
– – ﹤0.01% 497
2024
Q4 		$4.51K Buy
+47
New +$4.38K ﹤0.01% 483

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

High Note Wealth's HQY Position: Q2 2026 in Review

High Note Wealth increased its HealthEquity (HQY) stake by 78% in Q2 2026, buying an estimated $1.53K and bringing the position to 41 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

High Note Wealth first reported a position in HQY in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.92K in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • High Note Wealth held 41 shares of HealthEquity worth $3.7K as of Q2 2026.
  • High Note Wealth bought 18 HealthEquity shares in Q2 2026, an estimated $1.53K.
  • HealthEquity made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #694 holding.
  • High Note Wealth first reported a position in HealthEquity in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's HealthEquity position peaked at $4.92K in Q2 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.